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TruWealth Advisors, LLC: TBIL position timeline

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

TruWealth Advisors, LLC held 18,127 TBIL 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 18,127 shares
    Change vs previous 13F -496 shares

    0.04% of the 13F portfolio, value $903,826.

    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 18,623 shares
    Change vs previous 13F +3 shares

    0.05% of the 13F portfolio, value $928,940.

    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 18,620 shares
    Change vs previous 13F -3,898 shares

    0.05% of the 13F portfolio, value $930,982.

    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 22,518 shares
    Change vs previous 13F -762 shares

    0.06% of the 13F portfolio, value $1,125,804.

    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 23,280 shares
    Change vs previous 13F +10,104 shares

    0.07% of the 13F portfolio, value $1,164,229.

    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 13,176 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $656,955.

    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).