TruWealth Advisors, LLC: TSLA position timeline

TruWealth Advisors, LLC held 1,332 TSLA 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 1,332 shares

   Change vs previous 13F -12 shares

   0.02% of the 13F portfolio, value $495,171.

   13F-HR 0002085853-26-000301 filed by TruWealth Advisors, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F 1,344 shares

   Change vs previous 13F -14 shares

   0.03% of the 13F portfolio, value $604,424.

   13F-HR 0002085853-26-000014 filed by TruWealth Advisors, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 1,358 shares

   Change vs previous 13F +54 shares

   0.03% of the 13F portfolio, value $603,930.

   13F-HR 0002085853-25-000011 filed by TruWealth Advisors, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 1,304 shares

   Change vs previous 13F +87 shares

   0.02% of the 13F portfolio, value $414,229.

   13F-HR 0001667731-25-000725 filed by TruWealth Advisors, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 1,217 shares

   Change vs previous 13F +12 shares

   0.02% of the 13F portfolio, value $315,398.

   13F-HR 0001667731-25-000395 filed by TruWealth Advisors, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 1,205 shares

   Change vs previous 13F -28 shares

   0.03% of the 13F portfolio, value $486,627.

   13F-HR 0001667731-25-000029 filed by TruWealth Advisors, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 1,233 shares

   Change vs previous 13F +6 shares

   0.02% of the 13F portfolio, value $322,590.

   13F-HR 0001834985-24-000005 filed by TruWealth Advisors, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-06-30

   13F 1,227 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $242,799.

   13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
   Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).