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TruWealth Advisors, LLC: NVDA position timeline

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

TruWealth Advisors, LLC held 133,636 NVDA 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 133,636 shares
    Change vs previous 13F +3,318 shares

    1.12% of the 13F portfolio, value $23,306,204.

    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 130,318 shares
    Change vs previous 13F +1,746 shares

    1.19% of the 13F portfolio, value $24,304,306.

    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 128,572 shares
    Change vs previous 13F +84,836 shares

    1.21% of the 13F portfolio, value $23,989,001.

    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 43,736 shares
    Change vs previous 13F +4,846 shares

    0.38% of the 13F portfolio, value $6,909,835.

    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 38,890 shares
    Change vs previous 13F -640 shares

    0.25% of the 13F portfolio, value $4,214,906.

    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 39,530 shares
    Change vs previous 13F +445 shares

    0.32% of the 13F portfolio, value $5,308,499.

    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 39,085 shares
    Change vs previous 13F +950 shares

    0.29% of the 13F portfolio, value $4,746,528.

    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 38,135 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,711,244.

    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).