TruWealth Advisors, LLC: IJT position timeline

TruWealth Advisors, LLC held 0 IJT shares at 2025-12-31 per its 13F-HR filed 2026-01-07.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -3,735 shares

   13F-HR 0002085853-26-000014 filed by TruWealth Advisors, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 3,735 shares

   Change vs previous 13F -59 shares

   0.03% of the 13F portfolio, value $528,573.

   13F-HR 0002085853-25-000011 filed by TruWealth Advisors, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 3,794 shares

   Change vs previous 13F +137 shares

   0.03% of the 13F portfolio, value $504,727.

   13F-HR 0001667731-25-000725 filed by TruWealth Advisors, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 3,657 shares

   Change vs previous 13F +82 shares

   0.03% of the 13F portfolio, value $455,304.

   13F-HR 0001667731-25-000395 filed by TruWealth Advisors, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 3,575 shares

   Change vs previous 13F +127 shares

   0.03% of the 13F portfolio, value $483,887.

   13F-HR 0001667731-25-000029 filed by TruWealth Advisors, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

6. period ended2024-09-30

   13F 3,448 shares

   Change vs previous 13F -133 shares

   0.03% of the 13F portfolio, value $481,031.

   13F-HR 0001834985-24-000005 filed by TruWealth Advisors, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

7. period ended2024-06-30

   13F 3,581 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $459,939.

   13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
   Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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