• 13F History

True Link Financial Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 16, 2025
Value $
$1.19B
Signature - Title
Scott Parker - Managing Director
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by True Link Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. True Link Financial Advisors, LLC reported 72 stock holdings with total value $1.19B as of Q4 2024. Top holdings included BIV, IVV, BSV, ITOT, and SPIB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 72 $1.19B +$100M -$30M +$70.3M BIV, IVV, BSV, ITOT, SPIB 13F-HR 1/16/2025, 12:21 PM
Q3 2024 66 $1.18B +$122M -$70M +$52.5M BIV, BSV, IVV, ITOT, SPIB 13F-HR 10/25/2024, 10:32 AM
Q2 2024 64 $1.08B +$33.7M -$5.65M +$28.1M BSV, BIV, IVV, ITOT, SHV 13F-HR 7/12/2024, 04:29 PM
Q1 2024 63 $1.04B +$140M -$47.7M +$92.8M BSV, BIV, IVV, ITOT, SHV 13F-HR 4/19/2024, 03:06 PM
Q4 2023 61 $924M +$222M -$175M +$46.5M BSV, BIV, IVV, ITOT, SHV 13F-HR 1/19/2024, 03:56 PM
Q3 2023 103 $834M +$94M -$66.5M +$27.5M BSV, IVV, BIV, ITOT, IEFA 13F-HR 10/30/2023, 12:07 PM
Q2 2023 113 $828M +$109M -$43.6M +$65.8M BSV, IVV, ITOT, BIV, IEFA 13F-HR 7/20/2023, 12:32 PM
Q1 2023 118 $798M +$68.3M -$30.4M +$37.8M BSV, IVV, ITOT, ESGU, IEFA 13F-HR 5/5/2023, 10:45 AM
Q4 2022 115 $738M +$44M -$13.9M +$30M BSV, IVV, ESGU, ITOT, VTIP 13F-HR 2/9/2023, 10:55 AM
Q3 2022 127 $690M +$81.1M -$14.9M +$66.3M BSV, IVV, ESGU, VTIP, ITOT 13F-HR 11/9/2022, 11:27 AM
Q2 2022 122 $661M +$199M -$165M +$34.7M BSV, IVV, ESGU, VTIP, ITOT 13F-HR 8/4/2022, 10:47 AM
Q1 2022 128 $692M +$109M -$31.5M +$77.8M BSV, IGSB, IVV, ESGU, BIV 13F-HR 5/16/2022, 04:37 PM
Q4 2021 729 $741M +$35.4M -$25M +$10.3M BSV, IGSB, IVV, BIV, ESGU 13F-HR 2/1/2022, 02:05 PM
Q3 2021 773 $724M +$65.3M -$7.98M +$57.3M BSV, IGSB, BIV, IVV, ESGU 13F-HR 10/28/2021, 09:33 PM
Q2 2021 702 $677M +$63.9M -$92.1M -$28.2M BSV, IGSB, BIV, IVV, ESGU 13F-HR 8/19/2021, 10:22 AM
Q1 2021 675 $684M +$66.8M -$22.5M +$44.3M BSV, BIV, IVV, IGSB, ESGU 13F-HR 5/17/2021, 09:00 AM
Q4 2020 668 $630M BSV, IVV, IGSB, BIV, ESGU 13F-HR 2/16/2021, 06:16 AM