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Livermore
Livermore
ZHEN

TrueWealth Advisors, LLC

SEC CIK
0001817714
Latest filing
Jul 8, 2026

SPG holding history

Simon Property Group Inc. in every 13F filed by TrueWealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
5,060
Value
$1.13M
% of portfolio
0.3%
Quarters held
17
Since Q2 2022
Holdings of SPG by TrueWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,060$1.13M0.3%00.0%UnchangedHolders
Q1 20265,060$943.8K0.2%00.0%UnchangedHolders
Q4 20255,060$936.7K0.2%−2,100−29.3%ReducedHolders
Q3 20257,160$1.34M0.4%00.0%UnchangedHolders
Q2 20257,160$1.15M0.3%−100−1.4%ReducedHolders
Q1 20257,260$1.21M0.4%00.0%UnchangedHolders
Q4 20247,260$1.25M0.4%00.0%UnchangedHolders
Q3 20247,260$1.23M0.4%00.0%UnchangedHolders
Q2 20247,260$1.10M0.4%00.0%UnchangedHolders
Q1 20247,260$1.14M0.4%00.0%UnchangedHolders
Q4 20237,260$1.04M0.4%00.0%UnchangedHolders
Q3 20237,260$784.3K0.3%00.0%UnchangedHolders
Q2 20237,260$838.4K0.3%00.0%UnchangedHolders
Q1 20237,260$812.9K0.3%+340+4.9%AddedHolders
Q4 20226,920$813.0K0.4%00.0%UnchangedHolders
Q3 20226,920$621.0K0.3%+350+5.3%AddedHolders
Q2 20226,570$624.0K0.3%+6,570NewHolders