Skip to content
Disclosery

TruWealth Advisors, LLC: PFE position timeline

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

TruWealth Advisors, LLC held 36,369 PFE 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 36,369 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $1,021,244.

    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 36,367 shares
    Change vs previous 13F -1,421 shares

    0.04% of the 13F portfolio, value $905,544.

    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 37,788 shares
    Change vs previous 13F -1,488 shares

    0.05% of the 13F portfolio, value $962,847.

    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 39,276 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $952,060.

    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 39,274 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $995,216.

    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 39,273 shares
    Change vs previous 13F -308 shares

    0.06% of the 13F portfolio, value $1,041,905.

    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 39,581 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $1,145,475.

    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 39,580 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,107,437.

    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).