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TruWealth Advisors, LLC

SEC CIK
0001834985
Latest filing
Apr 9, 2026

BA holding history

Boeing Co in every 13F filed by TruWealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BA overviewAll 13F holders of BAFull Q1 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of BA by TruWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−32,915−100.0%Sold outHolders
Q4 202332,915$8.58M0.7%+559+1.7%AddedHolders
Q3 202332,356$6.20M0.5%−164−0.5%ReducedHolders
Q2 202332,520$6.87M0.6%−975−2.9%ReducedHolders
Q1 202333,495$7.12M0.7%+772+2.4%AddedHolders
Q4 202232,723$6.23M0.6%+3,903+13.5%AddedHolders
Q3 202228,820$3.49M0.4%+2,568+9.8%AddedHolders
Q2 202226,252$3.59M0.4%+3,627+16.0%AddedHolders
Q1 202222,625$4.33M0.5%+14,004+162.4%AddedHolders
Q4 20218,621$1.74M0.2%+487+6.0%AddedHolders
Q3 20218,134$1.79M0.2%+524+6.9%AddedHolders
Q2 20217,610$1.82M0.2%+389+5.4%AddedHolders
Q1 20217,221$1.84M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.