TruWealth Advisors, LLC
- SEC CIK
- 0001834985
- Latest filing
- Apr 9, 2026
LTC holding history
LTC Properties 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.
LTC overviewAll 13F holders of LTCFull Q1 2026 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −7,605−100.0% | Sold out | Holders |
| Q1 2023 | 7,605 | $267.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 7,605 | $270.2K | <0.1% | −249−3.2% | Reduced | Holders |
| Q3 2022 | 7,854 | $294.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 7,854 | $302.0K | <0.1% | −300−3.7% | Reduced | Holders |
| Q1 2022 | 8,154 | $314.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 8,154 | $278.0K | <0.1% | +157+2.0% | Added | Holders |
| Q3 2021 | 7,997 | $253.0K | <0.1% | +6+0.1% | Added | Holders |
| Q2 2021 | 7,991 | $307.0K | <0.1% | −1,554−16.3% | Reduced | Holders |
| Q1 2021 | 9,545 | $398.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.