Skip to content
Disclosery

TruWealth Advisors, LLC: DFIV position timeline

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

TruWealth Advisors, LLC held 713,549 DFIV 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 713,549 shares
    Change vs previous 13F +353,535 shares

    1.81% of the 13F portfolio, value $37,661,135.

    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 360,014 shares
    Change vs previous 13F +7,690 shares

    0.88% of the 13F portfolio, value $17,964,705.

    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 352,324 shares
    Change vs previous 13F +9,961 shares

    0.82% of the 13F portfolio, value $16,249,186.

    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 342,363 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $14,663,408.

    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).