Current Market Value 146,112,838
Current Holdings 90
Most Recent File Date 2025-07-16
Total Filings on Record 13
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Tru Independence Asset Management 2, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-16 2025-06-30 13F-HR 90 146,113
2025-04-30 2025-03-31 13F-HR 90 133,638
2025-01-22 2024-12-31 13F-HR 80 120,061
2024-11-04 2024-09-30 13F-HR 82 118,688
2023-04-26 2023-03-31 13F-HR 73 99,497
2022-10-31 2022-09-30 13F-HR 68 94,116
2022-08-02 2022-06-30 13F-HR 67 121,506
2022-04-27 2022-03-31 13F-HR 97 174,081
2022-01-20 2021-12-31 13F-HR 132 188,641
2021-11-05 2021-09-30 13F-HR 104 140,991
2021-07-21 2021-06-30 13F-HR 112 146,459
2021-05-19 2021-03-31 13F-HR 104 126,440
2021-03-09 2020-12-31 13F-HR 442 118,720