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TruWealth Advisors, LLC: IWF position timeline

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

TruWealth Advisors, LLC held 109,277 IWF 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 109,277 shares
    Change vs previous 13F -29,111 shares

    2.24% of the 13F portfolio, value $46,593,534.

    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 138,388 shares
    Change vs previous 13F -7,067 shares

    3.2% of the 13F portfolio, value $65,498,894.

    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 145,455 shares
    Change vs previous 13F -43,222 shares

    3.44% of the 13F portfolio, value $68,132,121.

    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 188,677 shares
    Change vs previous 13F +4,152 shares

    4.41% of the 13F portfolio, value $80,108,059.

    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 184,525 shares
    Change vs previous 13F +3,738 shares

    4.02% of the 13F portfolio, value $66,630,019.

    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 180,787 shares
    Change vs previous 13F -39,462 shares

    4.38% of the 13F portfolio, value $72,600,752.

    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 220,249 shares
    Change vs previous 13F +4,870 shares

    5.06% of the 13F portfolio, value $82,676,822.

    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 215,379 shares
    Change vs previous 13F not available

    5.22% of the 13F portfolio, value $78,507,876.

    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).