Skip to content
Disclosery

TruWealth Advisors, LLC: VXF position timeline

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

TruWealth Advisors, LLC held 5,651 VXF 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 5,651 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,162,976.

    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 5,651 shares
    Change vs previous 13F -211 shares

    0.06% of the 13F portfolio, value $1,181,737.

    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 5,862 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,227,254.

    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 5,862 shares
    Change vs previous 13F -1,556 shares

    0.06% of the 13F portfolio, value $1,129,661.

    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 7,418 shares
    Change vs previous 13F -10 shares

    0.08% of the 13F portfolio, value $1,277,848.

    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 7,428 shares
    Change vs previous 13F -969 shares

    0.09% of the 13F portfolio, value $1,411,098.

    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 8,397 shares
    Change vs previous 13F -334 shares

    0.09% of the 13F portfolio, value $1,528,148.

    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 8,731 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,473,750.

    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).