Skip to content
Disclosery

TruWealth Advisors, LLC: JMUB position timeline

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

TruWealth Advisors, LLC held 104,564 JMUB 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 104,564 shares
    Change vs previous 13F +899 shares

    0.25% of the 13F portfolio, value $5,227,178.

    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 103,665 shares
    Change vs previous 13F -5,487 shares

    0.26% of the 13F portfolio, value $5,235,090.

    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 109,152 shares
    Change vs previous 13F -7,735 shares

    0.28% of the 13F portfolio, value $5,508,914.

    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 116,887 shares
    Change vs previous 13F -15,281 shares

    0.32% of the 13F portfolio, value $5,802,278.

    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 132,168 shares
    Change vs previous 13F -7,696 shares

    0.4% of the 13F portfolio, value $6,608,410.

    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 139,864 shares
    Change vs previous 13F +20,813 shares

    0.42% of the 13F portfolio, value $7,014,201.

    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 119,051 shares
    Change vs previous 13F +24,897 shares

    0.37% of the 13F portfolio, value $6,103,751.

    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 94,154 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $4,742,998.

    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).