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TruWealth Advisors, LLC: V position timeline

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

TruWealth Advisors, LLC held 75,937 V 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 75,937 shares
    Change vs previous 13F +3,792 shares

    1.1% of the 13F portfolio, value $22,951,051.

    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 72,145 shares
    Change vs previous 13F +2,484 shares

    1.24% of the 13F portfolio, value $25,302,064.

    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 69,661 shares
    Change vs previous 13F +2,787 shares

    1.2% of the 13F portfolio, value $23,780,786.

    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 66,874 shares
    Change vs previous 13F +10,163 shares

    1.31% of the 13F portfolio, value $23,743,169.

    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 56,711 shares
    Change vs previous 13F +1,164 shares

    1.2% of the 13F portfolio, value $19,874,271.

    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 55,547 shares
    Change vs previous 13F +909 shares

    1.06% of the 13F portfolio, value $17,555,092.

    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 54,638 shares
    Change vs previous 13F +1,307 shares

    0.92% of the 13F portfolio, value $15,022,804.

    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 53,331 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $13,997,829.

    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).