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TruWealth Advisors, LLC: FENI position timeline

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

TruWealth Advisors, LLC held 396,639 FENI 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 396,639 shares
    Change vs previous 13F +47,953 shares

    0.71% of the 13F portfolio, value $14,754,970.

    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 348,686 shares
    Change vs previous 13F +16,570 shares

    0.62% of the 13F portfolio, value $12,754,935.

    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 332,116 shares
    Change vs previous 13F +41,647 shares

    0.59% of the 13F portfolio, value $11,717,064.

    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 290,469 shares
    Change vs previous 13F +270,576 shares

    0.53% of the 13F portfolio, value $9,660,997.

    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 19,893 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $592,016.

    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).