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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

  1. period ended2026-03-31
    13F 102,682 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 84,595 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 81,413 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 76,376 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 69,590 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 66,643 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 71,522 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 66,661 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).