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TruWealth Advisors, LLC: FSMB position timeline

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

TruWealth Advisors, LLC held 668,643 FSMB 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 668,643 shares
    Change vs previous 13F +49,075 shares

    0.64% of the 13F portfolio, value $13,346,115.

    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 619,568 shares
    Change vs previous 13F -22,422 shares

    0.61% of the 13F portfolio, value $12,419,248.

    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 641,990 shares
    Change vs previous 13F +19,201 shares

    0.65% of the 13F portfolio, value $12,891,169.

    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 622,789 shares
    Change vs previous 13F +31,661 shares

    0.68% of the 13F portfolio, value $12,396,623.

    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 591,128 shares
    Change vs previous 13F +43,566 shares

    0.71% of the 13F portfolio, value $11,745,718.

    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 547,562 shares
    Change vs previous 13F +3,729 shares

    0.66% of the 13F portfolio, value $10,863,640.

    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 543,833 shares
    Change vs previous 13F +9,720 shares

    0.67% of the 13F portfolio, value $10,882,093.

    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 534,113 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $10,559,412.

    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).