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TruWealth Advisors, LLC: CGMS position timeline

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

TruWealth Advisors, LLC held 870,241 CGMS 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 870,241 shares
    Change vs previous 13F +94,372 shares

    1.14% of the 13F portfolio, value $23,696,664.

    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 775,869 shares
    Change vs previous 13F +44,204 shares

    1.05% of the 13F portfolio, value $21,429,510.

    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 731,665 shares
    Change vs previous 13F +33,718 shares

    1.03% of the 13F portfolio, value $20,303,693.

    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 697,947 shares
    Change vs previous 13F +86,915 shares

    1.06% of the 13F portfolio, value $19,277,297.

    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 611,032 shares
    Change vs previous 13F +98,729 shares

    1.01% of the 13F portfolio, value $16,681,187.

    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 512,303 shares
    Change vs previous 13F +153,741 shares

    0.84% of the 13F portfolio, value $13,975,623.

    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 358,562 shares
    Change vs previous 13F +65,235 shares

    0.61% of the 13F portfolio, value $9,982,362.

    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 293,327 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $7,896,351.

    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).