Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise
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TruWealth Advisors, LLC
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Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
TruWealth Advisors, LLC
Notes
Support
about
terms
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
TruWealth Advisors, LLC
Notes
Support
about
terms
TruWealth Advisors, LLC
CIK:
0001834985
|
SEC Filings
PROXIES
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2025-07-15
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2024-07-31
OWNERSHIP
13F-HR
none
2026-04-09
13F-HR
none
2026-01-07
13F-HR
none
2025-10-06
13F-HR
none
2025-07-07
13F-HR
none
2025-04-10
13F-HR
none
2025-01-15
13F-HR
none
2024-10-16
13F-HR
none
2024-07-16
13F-HR
none
2024-04-15
13F-HR
none
2024-01-10
13F-HR
none
2023-10-10
13F-HR
none
2023-08-04
13F-HR
none
2023-04-25
13F-HR
none
2023-01-27
13F-HR
none
2022-10-24
13F-HR
none
2022-07-22
13F-HR
none
2022-04-27
13F-HR
none
2022-01-19
13F-HR
none
2021-10-29
13F-HR
none
2021-07-29