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TruWealth Advisors, LLC: FANG position timeline

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

TruWealth Advisors, LLC held 132,880 FANG 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 132,880 shares
    Change vs previous 13F +3,060 shares

    1.26% of the 13F portfolio, value $26,282,307.

    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 129,820 shares
    Change vs previous 13F -32,586 shares

    0.95% of the 13F portfolio, value $19,515,868.

    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 162,406 shares
    Change vs previous 13F +5,117 shares

    1.17% of the 13F portfolio, value $23,240,305.

    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 157,289 shares
    Change vs previous 13F +32,074 shares

    1.19% of the 13F portfolio, value $21,611,673.

    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 125,215 shares
    Change vs previous 13F +25,690 shares

    1.21% of the 13F portfolio, value $20,019,143.

    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 99,525 shares
    Change vs previous 13F +4,020 shares

    0.98% of the 13F portfolio, value $16,304,929.

    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 95,505 shares
    Change vs previous 13F +3,118 shares

    1.01% of the 13F portfolio, value $16,464,993.

    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 92,387 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $18,494,991.

    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).