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TruWealth Advisors, LLC: SMH position timeline

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

TruWealth Advisors, LLC held 13,942 SMH 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 13,942 shares
    Change vs previous 13F +73 shares

    0.26% of the 13F portfolio, value $5,345,393.

    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 13,869 shares
    Change vs previous 13F +312 shares

    0.24% of the 13F portfolio, value $4,994,809.

    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 13,557 shares
    Change vs previous 13F -93,960 shares

    0.22% of the 13F portfolio, value $4,424,593.

    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 107,517 shares
    Change vs previous 13F +2,211 shares

    1.65% of the 13F portfolio, value $29,984,236.

    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 105,306 shares
    Change vs previous 13F +4,987 shares

    1.34% of the 13F portfolio, value $22,269,084.

    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 100,319 shares
    Change vs previous 13F +2,797 shares

    1.46% of the 13F portfolio, value $24,294,263.

    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 97,522 shares
    Change vs previous 13F +4,780 shares

    1.47% of the 13F portfolio, value $23,936,719.

    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 92,742 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $24,177,893.

    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).