Skip to content
Disclosery

TruWealth Advisors, LLC: SPLV position timeline

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

TruWealth Advisors, LLC held 43,337 SPLV 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 43,337 shares
    Change vs previous 13F +2,368 shares

    0.15% of the 13F portfolio, value $3,169,669.

    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 40,969 shares
    Change vs previous 13F +2,396 shares

    0.14% of the 13F portfolio, value $2,926,030.

    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 38,573 shares
    Change vs previous 13F -4,010 shares

    0.14% of the 13F portfolio, value $2,834,334.

    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 42,583 shares
    Change vs previous 13F +2,511 shares

    0.17% of the 13F portfolio, value $3,100,870.

    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 40,072 shares
    Change vs previous 13F +2,385 shares

    0.18% of the 13F portfolio, value $2,994,173.

    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 37,687 shares
    Change vs previous 13F +1,219 shares

    0.16% of the 13F portfolio, value $2,638,084.

    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 36,468 shares
    Change vs previous 13F +6,073 shares

    0.16% of the 13F portfolio, value $2,615,874.

    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 30,395 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,974,162.

    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).