Skip to content
Disclosery

TruWealth Advisors, LLC: IDMO position timeline

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

TruWealth Advisors, LLC held 107,389 IDMO 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 107,389 shares
    Change vs previous 13F +9,068 shares

    0.28% of the 13F portfolio, value $5,889,216.

    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 98,321 shares
    Change vs previous 13F +37,817 shares

    0.27% of the 13F portfolio, value $5,463,674.

    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 60,504 shares
    Change vs previous 13F +52,847 shares

    0.17% of the 13F portfolio, value $3,266,596.

    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 7,657 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $392,345.

    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).