TruWealth Advisors, LLC quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, TruWealth Advisors, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1834985): 2025-12-31 (filed 2026-01-07) and 2026-03-31 (filed 2026-04-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Avala Global LP | United States | $2.081B | 22 |
| Avantyr Capital Partners, LP | United States | $2.082B | 22 |
| Third Point LLC | United States | $2.083B | 33 |
| NLB Skladi, upravljanje premozenja, d.o.o. | $2.086B | 335 | |
| Aventail Capital Group, LP | United States | $2.086B | 170 |
| NEW SOUTH CAPITAL MANAGEMENT INC | United States | $2.087B | 75 |
| SOFI WEALTH, LLC | United States | $2.075B | 52 |
| CSS LLC/IL | United States | $2.088B | 961 |
| Klingman & Associates, LLC | United States | $2.089B | 332 |
| BIT Capital GmbH | Germany | $2.073B | 92 |