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TruWealth Advisors, LLC: FLMI position timeline

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

TruWealth Advisors, LLC held 746,251 FLMI 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 746,251 shares
    Change vs previous 13F +137,674 shares

    0.89% of the 13F portfolio, value $18,499,556.

    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 608,577 shares
    Change vs previous 13F +174,006 shares

    0.74% of the 13F portfolio, value $15,135,319.

    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 434,571 shares
    Change vs previous 13F +214,306 shares

    0.54% of the 13F portfolio, value $10,764,335.

    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 220,265 shares
    Change vs previous 13F +5,150 shares

    0.29% of the 13F portfolio, value $5,343,620.

    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 215,115 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,257,400.

    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).