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TruWealth Advisors, LLC: QUAL position timeline

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

TruWealth Advisors, LLC held 35,826 QUAL 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 35,826 shares
    Change vs previous 13F +2,316 shares

    0.33% of the 13F portfolio, value $6,871,869.

    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 33,510 shares
    Change vs previous 13F +2,099 shares

    0.33% of the 13F portfolio, value $6,655,782.

    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 31,411 shares
    Change vs previous 13F +1,689 shares

    0.31% of the 13F portfolio, value $6,109,365.

    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 29,722 shares
    Change vs previous 13F +3,778 shares

    0.3% of the 13F portfolio, value $5,433,721.

    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 25,944 shares
    Change vs previous 13F +2,089 shares

    0.27% of the 13F portfolio, value $4,433,608.

    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 23,855 shares
    Change vs previous 13F +1,027 shares

    0.26% of the 13F portfolio, value $4,248,080.

    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 22,828 shares
    Change vs previous 13F +1,664 shares

    0.25% of the 13F portfolio, value $4,093,105.

    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 21,164 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,613,951.

    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).