TruWealth Advisors, LLC: GSY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TruWealth Advisors, LLC on GSY, newest first. How the timeline and the estimate are built.
TruWealth Advisors, LLC held 102,682 GSY shares at 2026-03-31 per its 13F-HR filed 2026-04-09.
the latest 13F is the newest step
- period ended2026-03-3113F 102,682 sharesChange vs previous 13F +18,087 shares
0.25% of the 13F portfolio, value $5,146,416.
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 84,595 sharesChange vs previous 13F +3,182 shares
0.21% of the 13F portfolio, value $4,250,921.
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 81,413 sharesChange vs previous 13F +5,037 shares
0.21% of the 13F portfolio, value $4,089,718.
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 76,376 sharesChange vs previous 13F +6,786 shares
0.21% of the 13F portfolio, value $3,829,500.
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).
- period ended2025-03-3113F 69,590 sharesChange vs previous 13F +2,947 shares
0.21% of the 13F portfolio, value $3,487,827.
13F-HR 0001667731-25-000395 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 ended2024-12-3113F 66,643 sharesChange vs previous 13F -4,879 shares
0.2% of the 13F portfolio, value $3,339,501.
13F-HR 0001667731-25-000029 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 ended2024-09-3013F 71,522 sharesChange vs previous 13F +4,861 shares
0.22% of the 13F portfolio, value $3,588,990.
13F-HR 0001834985-24-000005 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 ended2024-06-3013F 66,661 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $3,326,393.
13F-HR 0001834985-24-000003 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).