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TruWealth Advisors, LLC: IHI position timeline

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

TruWealth Advisors, LLC held 13,976 IHI 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 13,976 shares
    Change vs previous 13F -1,590 shares

    0.04% of the 13F portfolio, value $745,335.

    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 15,566 shares
    Change vs previous 13F -513 shares

    0.05% of the 13F portfolio, value $967,415.

    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 16,079 shares
    Change vs previous 13F -23 shares

    0.05% of the 13F portfolio, value $965,779.

    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 16,102 shares
    Change vs previous 13F -120 shares

    0.06% of the 13F portfolio, value $1,008,406.

    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 16,222 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $976,105.

    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 16,222 shares
    Change vs previous 13F -1,990 shares

    0.06% of the 13F portfolio, value $946,596.

    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 18,212 shares
    Change vs previous 13F -7,511 shares

    0.07% of the 13F portfolio, value $1,078,358.

    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 25,723 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,441,524.

    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).