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TruWealth Advisors, LLC: QQQ position timeline

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

TruWealth Advisors, LLC held 42,058 QQQ 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 42,058 shares
    Change vs previous 13F +233 shares

    1.17% of the 13F portfolio, value $24,275,290.

    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 41,825 shares
    Change vs previous 13F -886 shares

    1.26% of the 13F portfolio, value $25,693,598.

    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 42,711 shares
    Change vs previous 13F -250 shares

    1.3% of the 13F portfolio, value $25,642,504.

    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 42,961 shares
    Change vs previous 13F +34 shares

    1.31% of the 13F portfolio, value $23,698,860.

    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 42,927 shares
    Change vs previous 13F -267 shares

    1.22% of the 13F portfolio, value $20,129,278.

    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 43,194 shares
    Change vs previous 13F -53 shares

    1.33% of the 13F portfolio, value $22,081,834.

    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 43,247 shares
    Change vs previous 13F -250 shares

    1.29% of the 13F portfolio, value $21,107,738.

    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 43,497 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $20,840,032.

    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).