TRUE Private Wealth Advisors
- SEC CIK
- 0001667074
- Latest filing
- Jul 23, 2026
FDS holding history
Factset Research Systems Inc in every 13F filed by TRUE Private Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FDS overviewAll 13F holders of FDSFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −983−100.0% | Sold out | Holders |
| Q2 2024 | 983 | $401.5K | <0.1% | +114+13.1% | Added | Holders |
| Q1 2024 | 869 | $395.0K | <0.1% | +75+9.4% | Added | Holders |
| Q4 2023 | 794 | $378.9K | <0.1% | +216+37.4% | Added | Holders |
| Q3 2023 | 578 | $252.8K | <0.1% | +578 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −501−100.0% | Sold out | Holders |
| Q4 2021 | 501 | $243.0K | <0.1% | −147−22.7% | Reduced | Holders |
| Q3 2021 | 648 | $255.0K | <0.1% | −11−1.7% | Reduced | Holders |
| Q2 2021 | 659 | $221.0K | <0.1% | +659 | New | Holders |