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TrueWealth Advisors, LLC → FRHC

TrueWealth Advisors, LLC FRHC Position History

Freedom Holdings Corp. • Financial Services

Quarters held
5
Latest value
$9.9M
Q3 2026
Peak value
$10.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.1M
Q4 2025$7.2M
Q1 2026$7.7M
Q2 2026$10.6M
Q3 2026$9.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.9M141.2K——
Q2 2026$10.6M144.9K——
Q1 2026$7.7M140.6K——
Q4 2025$7.2M140.7K——
Q3 2025$6.1M137.6K——

Other funds holding FRHC

Other TrueWealth Advisors, LLC positions

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SPY

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SPY

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COF-PN

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$22.2M
COF-PN

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