TruWealth Advisors, LLC: CSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TruWealth Advisors, LLC on CSCO, newest first. How the timeline and the estimate are built.
TruWealth Advisors, LLC held 385,163 CSCO shares at 2026-03-31 per its 13F-HR filed 2026-04-09.
the latest 13F is the newest step
- period ended2026-03-3113F 385,163 sharesChange vs previous 13F +4,619 shares
1.44% of the 13F portfolio, value $29,884,694.
13F-HR 0002085853-26-000301 filed by TruWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 380,544 sharesChange vs previous 13F +4,624 shares
1.43% of the 13F portfolio, value $29,313,298.
13F-HR 0002085853-26-000014 filed by TruWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 375,920 sharesChange vs previous 13F +7,109 shares
1.3% of the 13F portfolio, value $25,720,328.
13F-HR 0002085853-25-000011 filed by TruWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 368,811 sharesChange vs previous 13F +10,951 shares
1.41% of the 13F portfolio, value $25,587,984.
13F-HR 0001667731-25-000725 filed by TruWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 357,860 sharesChange vs previous 13F -69,057 shares
1.33% of the 13F portfolio, value $22,083,359.
13F-HR 0001667731-25-000395 filed by TruWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 426,917 sharesChange vs previous 13F +2,172 shares
1.52% of the 13F portfolio, value $25,273,486.
13F-HR 0001667731-25-000029 filed by TruWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 424,745 sharesChange vs previous 13F +8,389 shares
1.38% of the 13F portfolio, value $22,604,894.
13F-HR 0001834985-24-000005 filed by TruWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 416,356 sharesChange vs previous 13F not available
1.32% of the 13F portfolio, value $19,781,061.
13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).