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TruWealth Advisors, LLC: XMMO position timeline

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

TruWealth Advisors, LLC held 27,169 XMMO 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 27,169 shares
    Change vs previous 13F +270 shares

    0.19% of the 13F portfolio, value $3,940,040.

    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 26,899 shares
    Change vs previous 13F +878 shares

    0.18% of the 13F portfolio, value $3,724,441.

    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 26,021 shares
    Change vs previous 13F +10,585 shares

    0.18% of the 13F portfolio, value $3,518,789.

    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 15,436 shares
    Change vs previous 13F +3,388 shares

    0.11% of the 13F portfolio, value $1,985,594.

    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 12,048 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,370,531.

    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).