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TruWealth Advisors, LLC: MUST position timeline

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

TruWealth Advisors, LLC held 294,981 MUST 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 294,981 shares
    Change vs previous 13F +3,999 shares

    0.29% of the 13F portfolio, value $6,050,062.

    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 290,982 shares
    Change vs previous 13F +34,523 shares

    0.29% of the 13F portfolio, value $5,997,143.

    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 256,459 shares
    Change vs previous 13F +9,599 shares

    0.27% of the 13F portfolio, value $5,265,100.

    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 246,860 shares
    Change vs previous 13F +32,702 shares

    0.27% of the 13F portfolio, value $4,966,833.

    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 214,158 shares
    Change vs previous 13F -173,320 shares

    0.26% of the 13F portfolio, value $4,312,067.

    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 387,478 shares
    Change vs previous 13F +3,120 shares

    0.47% of the 13F portfolio, value $7,869,687.

    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 384,358 shares
    Change vs previous 13F +13,668 shares

    0.49% of the 13F portfolio, value $7,986,963.

    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 370,690 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $7,550,948.

    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).