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TruWealth Advisors, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TruWealth Advisors, LLC on AAPL, newest first. How the timeline and the estimate are built.

TruWealth Advisors, LLC held 205,870 AAPL shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 205,870 shares
    Change vs previous 13F +4,590 shares

    2.51% of the 13F portfolio, value $52,247,015.

    13F-HR 0002085853-26-000301 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 201,280 shares
    Change vs previous 13F +826 shares

    2.68% of the 13F portfolio, value $54,719,998.

    13F-HR 0002085853-26-000014 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 200,454 shares
    Change vs previous 13F +3,028 shares

    2.58% of the 13F portfolio, value $51,041,699.

    13F-HR 0002085853-25-000011 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 197,426 shares
    Change vs previous 13F +8,144 shares

    2.23% of the 13F portfolio, value $40,505,494.

    13F-HR 0001667731-25-000725 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 189,282 shares
    Change vs previous 13F +5,120 shares

    2.54% of the 13F portfolio, value $42,044,748.

    13F-HR 0001667731-25-000395 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 184,162 shares
    Change vs previous 13F +2,610 shares

    2.78% of the 13F portfolio, value $46,118,131.

    13F-HR 0001667731-25-000029 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 181,552 shares
    Change vs previous 13F +1,441 shares

    2.59% of the 13F portfolio, value $42,301,103.

    13F-HR 0001834985-24-000005 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 180,111 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $37,934,924.

    13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).