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TruWealth Advisors, LLC: BSCU position timeline

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

TruWealth Advisors, LLC held 4,680,408 BSCU 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 4,680,408 shares
    Change vs previous 13F +131,629 shares

    3.76% of the 13F portfolio, value $78,252,211.

    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 4,548,779 shares
    Change vs previous 13F +117,303 shares

    3.76% of the 13F portfolio, value $76,965,340.

    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 4,431,476 shares
    Change vs previous 13F +547,539 shares

    3.78% of the 13F portfolio, value $74,891,951.

    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 3,883,937 shares
    Change vs previous 13F +488,551 shares

    3.59% of the 13F portfolio, value $65,172,460.

    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 3,395,386 shares
    Change vs previous 13F +117,223 shares

    3.4% of the 13F portfolio, value $56,329,452.

    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 3,278,163 shares
    Change vs previous 13F +2,596,320 shares

    3.24% of the 13F portfolio, value $53,663,534.

    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 681,843 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $11,557,233.

    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).