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TruWealth Advisors, LLC: GSK position timeline

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

TruWealth Advisors, LLC held 269,102 GSK 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 269,102 shares
    Change vs previous 13F +2,720 shares

    0.71% of the 13F portfolio, value $14,851,718.

    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 266,382 shares
    Change vs previous 13F +4,519 shares

    0.64% of the 13F portfolio, value $13,063,381.

    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 261,863 shares
    Change vs previous 13F +85,052 shares

    0.57% of the 13F portfolio, value $11,302,007.

    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 176,811 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $6,789,542.

    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).