TruWealth Advisors, LLC: GD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TruWealth Advisors, LLC on GD, newest first. How the timeline and the estimate are built.
TruWealth Advisors, LLC held 50,502 GD shares at 2026-03-31 per its 13F-HR filed 2026-04-09.
the latest 13F is the newest step
- period ended2026-03-3113F 50,502 sharesChange vs previous 13F +1,273 shares
0.83% of the 13F portfolio, value $17,333,193.
13F-HR 0002085853-26-000301 filed by TruWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 49,229 sharesChange vs previous 13F +1,196 shares
0.81% of the 13F portfolio, value $16,573,480.
13F-HR 0002085853-26-000014 filed by TruWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 48,033 sharesChange vs previous 13F +21,696 shares
0.83% of the 13F portfolio, value $16,379,280.
13F-HR 0002085853-25-000011 filed by TruWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,337 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $7,681,538.
13F-HR 0001667731-25-000725 filed by TruWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).