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TruWealth Advisors, LLC: FBND position timeline

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

TruWealth Advisors, LLC held 2,857,865 FBND 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 2,857,865 shares
    Change vs previous 13F +49,570 shares

    6.26% of the 13F portfolio, value $130,375,803.

    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 2,808,295 shares
    Change vs previous 13F +122,932 shares

    6.32% of the 13F portfolio, value $129,293,920.

    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 2,685,363 shares
    Change vs previous 13F +606,287 shares

    6.28% of the 13F portfolio, value $124,171,190.

    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 2,079,076 shares
    Change vs previous 13F +259,972 shares

    5.24% of the 13F portfolio, value $95,117,734.

    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 1,819,104 shares
    Change vs previous 13F +79,018 shares

    5.01% of the 13F portfolio, value $83,042,093.

    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 1,740,086 shares
    Change vs previous 13F +536,547 shares

    4.71% of the 13F portfolio, value $78,077,645.

    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 1,203,539 shares
    Change vs previous 13F +49,001 shares

    3.45% of the 13F portfolio, value $56,253,404.

    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 1,154,538 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $51,873,395.

    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).