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TruWealth Advisors, LLC: BSCS position timeline

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

TruWealth Advisors, LLC held 4,542,994 BSCS 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 4,542,994 shares
    Change vs previous 13F +66,710 shares

    4.46% of the 13F portfolio, value $92,781,501.

    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 4,476,284 shares
    Change vs previous 13F +91,181 shares

    4.51% of the 13F portfolio, value $92,211,445.

    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 4,385,103 shares
    Change vs previous 13F +44,094 shares

    4.56% of the 13F portfolio, value $90,201,531.

    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 4,341,009 shares
    Change vs previous 13F +90,916 shares

    4.9% of the 13F portfolio, value $88,947,236.

    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 4,250,093 shares
    Change vs previous 13F +81,154 shares

    5.22% of the 13F portfolio, value $86,489,370.

    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 4,168,939 shares
    Change vs previous 13F +1,421,981 shares

    5.06% of the 13F portfolio, value $83,920,767.

    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 2,746,958 shares
    Change vs previous 13F +32,976 shares

    3.46% of the 13F portfolio, value $56,477,534.

    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 2,713,982 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $54,143,932.

    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).