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TruWealth Advisors, LLC: VNLA position timeline

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

TruWealth Advisors, LLC held 40,325 VNLA 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 40,325 shares
    Change vs previous 13F +4,756 shares

    0.09% of the 13F portfolio, value $1,970,291.

    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 35,569 shares
    Change vs previous 13F +11,606 shares

    0.09% of the 13F portfolio, value $1,747,847.

    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 23,963 shares
    Change vs previous 13F +5,662 shares

    0.06% of the 13F portfolio, value $1,181,119.

    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 18,301 shares
    Change vs previous 13F +8,570 shares

    0.05% of the 13F portfolio, value $900,409.

    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 9,731 shares
    Change vs previous 13F +489 shares

    0.03% of the 13F portfolio, value $478,279.

    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 9,242 shares
    Change vs previous 13F -1,021 shares

    0.03% of the 13F portfolio, value $452,026.

    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 10,263 shares
    Change vs previous 13F +3,307 shares

    0.03% of the 13F portfolio, value $503,298.

    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 6,956 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $337,644.

    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).