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TruWealth Advisors, LLC: ABT position timeline

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

TruWealth Advisors, LLC held 2,646 ABT 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 2,646 shares
    Change vs previous 13F +55 shares

    0.01% of the 13F portfolio, value $271,694.

    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 2,591 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $324,575.

    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 2,636 shares
    Change vs previous 13F -109,352 shares

    0.02% of the 13F portfolio, value $353,009.

    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 111,988 shares
    Change vs previous 13F +3,767 shares

    0.84% of the 13F portfolio, value $15,231,501.

    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 108,221 shares
    Change vs previous 13F -16,873 shares

    0.87% of the 13F portfolio, value $14,355,470.

    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 125,094 shares
    Change vs previous 13F +1,572 shares

    0.85% of the 13F portfolio, value $14,149,373.

    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 123,522 shares
    Change vs previous 13F +3,046 shares

    0.86% of the 13F portfolio, value $14,082,707.

    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 120,476 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $12,518,611.

    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).