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TruWealth Advisors, LLC: COST position timeline

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

TruWealth Advisors, LLC held 38,183 COST 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 38,183 shares
    Change vs previous 13F +1,156 shares

    1.83% of the 13F portfolio, value $38,046,456.

    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 37,027 shares
    Change vs previous 13F -1,460 shares

    1.56% of the 13F portfolio, value $31,929,793.

    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 38,487 shares
    Change vs previous 13F +581 shares

    1.8% of the 13F portfolio, value $35,624,787.

    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 37,906 shares
    Change vs previous 13F +516 shares

    2.07% of the 13F portfolio, value $37,524,859.

    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 37,390 shares
    Change vs previous 13F +678 shares

    2.13% of the 13F portfolio, value $35,362,008.

    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 36,712 shares
    Change vs previous 13F -4,871 shares

    2.03% of the 13F portfolio, value $33,638,642.

    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 41,583 shares
    Change vs previous 13F -551 shares

    2.26% of the 13F portfolio, value $36,864,105.

    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 42,134 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $35,813,649.

    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).