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TruWealth Advisors, LLC: VOO position timeline

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

TruWealth Advisors, LLC held 36,766 VOO 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 36,766 shares
    Change vs previous 13F +53 shares

    1.06% of the 13F portfolio, value $21,969,435.

    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 36,713 shares
    Change vs previous 13F -312 shares

    1.13% of the 13F portfolio, value $23,023,823.

    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 37,025 shares
    Change vs previous 13F +618 shares

    1.15% of the 13F portfolio, value $22,673,417.

    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 36,407 shares
    Change vs previous 13F +1,137 shares

    1.14% of the 13F portfolio, value $20,680,185.

    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 35,270 shares
    Change vs previous 13F +211 shares

    1.09% of the 13F portfolio, value $18,125,468.

    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 35,059 shares
    Change vs previous 13F +483 shares

    1.14% of the 13F portfolio, value $18,890,067.

    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 34,576 shares
    Change vs previous 13F +725 shares

    1.12% of the 13F portfolio, value $18,244,896.

    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 33,851 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $16,929,743.

    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).