Skip to content
Disclosery

TruWealth Advisors, LLC: GS position timeline

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

TruWealth Advisors, LLC held 28,298 GS 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 28,298 shares
    Change vs previous 13F +658 shares

    1.15% of the 13F portfolio, value $23,939,573.

    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 27,640 shares
    Change vs previous 13F +640 shares

    1.19% of the 13F portfolio, value $24,295,640.

    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 27,000 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $21,501,804.

    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).