Skip to content
Disclosery

TruWealth Advisors, LLC: JCPB position timeline

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

TruWealth Advisors, LLC held 103,274 JCPB 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 103,274 shares
    Change vs previous 13F +2,755 shares

    0.23% of the 13F portfolio, value $4,862,150.

    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 100,519 shares
    Change vs previous 13F +882 shares

    0.23% of the 13F portfolio, value $4,759,559.

    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 99,637 shares
    Change vs previous 13F +2,925 shares

    0.24% of the 13F portfolio, value $4,737,746.

    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 96,712 shares
    Change vs previous 13F +1,186 shares

    0.25% of the 13F portfolio, value $4,551,276.

    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 95,526 shares
    Change vs previous 13F +6,838 shares

    0.27% of the 13F portfolio, value $4,493,550.

    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 88,688 shares
    Change vs previous 13F +996 shares

    0.25% of the 13F portfolio, value $4,085,876.

    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 87,692 shares
    Change vs previous 13F +2,946 shares

    0.26% of the 13F portfolio, value $4,230,285.

    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 84,746 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,926,261.

    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).