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TruWealth Advisors, LLC: WPC position timeline

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

TruWealth Advisors, LLC held 314,898 WPC 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 314,898 shares
    Change vs previous 13F +14,877 shares

    1.03% of the 13F portfolio, value $21,400,480.

    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 300,021 shares
    Change vs previous 13F +6,717 shares

    0.94% of the 13F portfolio, value $19,309,331.

    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 293,304 shares
    Change vs previous 13F +39,347 shares

    1% of the 13F portfolio, value $19,818,579.

    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 253,957 shares
    Change vs previous 13F +5,676 shares

    0.87% of the 13F portfolio, value $15,841,867.

    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 248,281 shares
    Change vs previous 13F +6,004 shares

    0.95% of the 13F portfolio, value $15,668,957.

    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 242,277 shares
    Change vs previous 13F +2,699 shares

    0.8% of the 13F portfolio, value $13,199,279.

    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 239,578 shares
    Change vs previous 13F +31,297 shares

    0.91% of the 13F portfolio, value $14,925,778.

    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 208,281 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $11,465,875.

    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).