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TruWealth Advisors, LLC: VUSB position timeline

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

TruWealth Advisors, LLC held 326,580 VUSB 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 326,580 shares
    Change vs previous 13F +44,019 shares

    0.78% of the 13F portfolio, value $16,258,767.

    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 282,561 shares
    Change vs previous 13F +16,645 shares

    0.69% of the 13F portfolio, value $14,082,829.

    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 265,916 shares
    Change vs previous 13F +20,336 shares

    0.67% of the 13F portfolio, value $13,294,470.

    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 245,580 shares
    Change vs previous 13F +36,727 shares

    0.67% of the 13F portfolio, value $12,245,864.

    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 208,853 shares
    Change vs previous 13F +44,823 shares

    0.63% of the 13F portfolio, value $10,412,365.

    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 164,030 shares
    Change vs previous 13F +18,948 shares

    0.49% of the 13F portfolio, value $8,139,148.

    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 145,082 shares
    Change vs previous 13F +35,943 shares

    0.44% of the 13F portfolio, value $7,245,388.

    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 109,139 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,404,578.

    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).