Skip to main content
Livermore
Livermore
ZHEN

TruWealth Advisors, LLC

SEC CIK
0001834985
Latest filing
Apr 9, 2026

FHN holding history

First Horizon Corp 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.

FHN overviewAll 13F holders of FHNFull Q1 2026 holdings

Shares (Q1 2026)
11,195
Value
$254.8K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of FHN by TruWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202611,195$254.8K<0.1%−531−4.5%ReducedHolders
Q4 202511,726$280.3K<0.1%−1,436−10.9%ReducedHolders
Q3 202513,162$297.6K<0.1%00.0%UnchangedHolders
Q2 202513,162$279.0K<0.1%00.0%UnchangedHolders
Q1 202513,162$255.6K<0.1%−5,000−27.5%ReducedHolders
Q4 202418,162$365.8K<0.1%00.0%UnchangedHolders
Q3 202418,162$282.1K<0.1%00.0%UnchangedHolders
Q2 202418,162$286.4K<0.1%−80−0.4%ReducedHolders
Q1 202418,242$280.9K<0.1%+80+0.4%AddedHolders
Q4 202318,162$257.2K<0.1%00.0%UnchangedHolders
Q3 202318,162$200.1K<0.1%00.0%UnchangedHolders
Q2 202318,162$204.7K<0.1%−860−4.5%ReducedHolders
Q1 202319,022$338.2K<0.1%+916+5.1%AddedHolders
Q4 202218,106$443.6K<0.1%−1,080−5.6%ReducedHolders
Q3 202219,186$439.0K<0.1%00.0%UnchangedHolders
Q2 202219,186$419.0K<0.1%00.0%UnchangedHolders
Q1 202219,186$451.0K<0.1%+860+4.7%AddedHolders
Q4 202118,326$299.0K<0.1%00.0%UnchangedHolders
Q3 202118,326$299.0K<0.1%00.0%UnchangedHolders
Q2 202118,326$317.0K<0.1%00.0%UnchangedHolders
Q1 202118,326$310.0K<0.1%––Holders

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