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TruWealth Advisors, LLC: JAAA position timeline

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

TruWealth Advisors, LLC held 2,186,984 JAAA 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 2,186,984 shares
    Change vs previous 13F +70,542 shares

    5.29% of the 13F portfolio, value $110,158,518.

    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 2,116,442 shares
    Change vs previous 13F +78,429 shares

    5.24% of the 13F portfolio, value $107,049,632.

    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 2,038,013 shares
    Change vs previous 13F -443,291 shares

    5.23% of the 13F portfolio, value $103,490,296.

    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 2,481,304 shares
    Change vs previous 13F +106,810 shares

    6.93% of the 13F portfolio, value $125,926,167.

    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 2,374,494 shares
    Change vs previous 13F +137,154 shares

    7.27% of the 13F portfolio, value $120,410,522.

    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 2,237,340 shares
    Change vs previous 13F -256,494 shares

    6.84% of the 13F portfolio, value $113,455,528.

    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 2,493,834 shares
    Change vs previous 13F +134,916 shares

    7.77% of the 13F portfolio, value $126,886,283.

    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 2,358,918 shares
    Change vs previous 13F not available

    7.98% of the 13F portfolio, value $120,021,771.

    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).