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TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

MA holding history

Mastercard 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.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
836
Value
$429.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MA by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026836$429.5K<0.1%−2−0.2%ReducedHolders
Q1 2026838$418.8K<0.1%+23+2.8%AddedHolders
Q4 2025815$465.3K<0.1%−17−2.0%ReducedHolders
Q3 2025832$473.3K<0.1%+67+8.8%AddedHolders
Q2 2025765$429.9K<0.1%+83+12.2%AddedHolders
Q1 2025682$373.8K<0.1%+242+55.0%AddedHolders
Q4 2024440$231.7K<0.1%+22+5.3%AddedHolders
Q3 2024418$206.4K<0.1%−578−58.0%ReducedHolders
Q2 2024996$439.5K<0.1%−66−6.2%ReducedHolders
Q1 20241,062$511.6K0.1%+25+2.4%AddedHolders
Q4 20231,037$442.4K0.1%+24+2.4%AddedHolders
Q3 20231,013$401.1K0.1%+184+22.2%AddedHolders
Q2 2023829$326.1K<0.1%−5−0.6%ReducedHolders
Q1 2023834$303.2K<0.1%−68−7.5%ReducedHolders
Q4 2022902$313.7K<0.1%+68+8.2%AddedHolders
Q3 2022834$237.0K<0.1%−41−4.7%ReducedHolders
Q2 2022875$276.0K<0.1%00.0%UnchangedHolders
Q1 2022875$322.0K<0.1%+49+5.9%AddedHolders
Q4 2021826$296.0K<0.1%+127+18.2%AddedHolders
Q3 2021699$243.0K<0.1%+7+1.0%AddedHolders
Q2 2021692$252.0K<0.1%+42+6.5%AddedHolders
Q1 2021650$231.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.