Skip to content
Disclosery

TruWealth Advisors, LLC: XSVM position timeline

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

TruWealth Advisors, LLC held 4,180 XSVM 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 4,180 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $251,887.

    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 4,180 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $238,845.

    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 4,180 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $236,003.

    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 4,180 shares
    Change vs previous 13F -107 shares

    0.01% of the 13F portfolio, value $217,318.

    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 4,287 shares
    Change vs previous 13F -8,478 shares

    0.01% of the 13F portfolio, value $215,207.

    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 12,765 shares
    Change vs previous 13F -200 shares

    0.04% of the 13F portfolio, value $695,420.

    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 12,965 shares
    Change vs previous 13F +1,027 shares

    0.04% of the 13F portfolio, value $712,926.

    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 11,938 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $625,317.

    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).