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TruWealth Advisors, LLC: VCSH position timeline

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

TruWealth Advisors, LLC held 46,875 VCSH 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 46,875 shares
    Change vs previous 13F +4,512 shares

    0.18% of the 13F portfolio, value $3,715,821.

    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 42,363 shares
    Change vs previous 13F +5,357 shares

    0.17% of the 13F portfolio, value $3,377,606.

    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 37,006 shares
    Change vs previous 13F +3,857 shares

    0.15% of the 13F portfolio, value $2,957,920.

    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 33,149 shares
    Change vs previous 13F +4,855 shares

    0.15% of the 13F portfolio, value $2,635,356.

    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 28,294 shares
    Change vs previous 13F +2,316 shares

    0.13% of the 13F portfolio, value $2,233,541.

    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 25,978 shares
    Change vs previous 13F +696 shares

    0.12% of the 13F portfolio, value $2,026,565.

    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 25,282 shares
    Change vs previous 13F +1,769 shares

    0.12% of the 13F portfolio, value $2,007,873.

    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 23,513 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,816,980.

    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).