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TruWealth Advisors, LLC: MMIT position timeline

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

TruWealth Advisors, LLC held 534,964 MMIT 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 534,964 shares
    Change vs previous 13F +16,762 shares

    0.62% of the 13F portfolio, value $12,895,306.

    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 518,202 shares
    Change vs previous 13F +18,094 shares

    0.62% of the 13F portfolio, value $12,607,857.

    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 500,108 shares
    Change vs previous 13F -191,088 shares

    0.61% of the 13F portfolio, value $12,152,625.

    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 691,196 shares
    Change vs previous 13F +9,178 shares

    0.91% of the 13F portfolio, value $16,485,013.

    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 682,018 shares
    Change vs previous 13F +26,561 shares

    0.99% of the 13F portfolio, value $16,347,978.

    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 655,457 shares
    Change vs previous 13F +12,906 shares

    0.95% of the 13F portfolio, value $15,737,512.

    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 642,551 shares
    Change vs previous 13F +44,203 shares

    0.97% of the 13F portfolio, value $15,806,744.

    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 598,348 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $14,468,054.

    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).