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TruWealth Advisors, LLC

SEC CIK
0001834985
Latest filing
Apr 9, 2026

C holding history

Citigroup Inc 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.

C overviewAll 13F holders of CFull Q1 2026 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of C by TruWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−7,833−100.0%Sold outHolders
Q4 20217,833$473.0K<0.1%−705−8.3%ReducedHolders
Q3 20218,538$599.0K0.1%−71−0.8%ReducedHolders
Q2 20218,609$609.0K0.1%−1,003−10.4%ReducedHolders
Q1 20219,612$699.0K0.1%––Holders

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