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TruWealth Advisors, LLC: LQD position timeline

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

TruWealth Advisors, LLC held 1,853 LQD 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 1,853 shares
    Change vs previous 13F -318 shares

    0.01% of the 13F portfolio, value $201,550.

    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 2,171 shares
    Change vs previous 13F -180 shares

    0.01% of the 13F portfolio, value $239,257.

    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 2,351 shares
    Change vs previous 13F -390 shares

    0.01% of the 13F portfolio, value $262,153.

    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 2,741 shares
    Change vs previous 13F -442,467 shares

    0.02% of the 13F portfolio, value $300,145.

    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 445,208 shares
    Change vs previous 13F +12,820 shares

    2.92% of the 13F portfolio, value $48,389,584.

    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 432,388 shares
    Change vs previous 13F -296,441 shares

    2.79% of the 13F portfolio, value $46,196,525.

    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 728,829 shares
    Change vs previous 13F +141,221 shares

    5.04% of the 13F portfolio, value $82,343,279.

    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 587,608 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $62,944,540.

    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).