Skip to content
Disclosery

TruWealth Advisors, LLC: MUNI position timeline

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

TruWealth Advisors, LLC held 92,985 MUNI 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 92,985 shares
    Change vs previous 13F +1,344 shares

    0.23% of the 13F portfolio, value $4,852,903.

    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 91,641 shares
    Change vs previous 13F +1,256 shares

    0.23% of the 13F portfolio, value $4,802,911.

    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 90,385 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,725,325.

    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).