Trueblood Wealth Management, LLC: ADI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trueblood Wealth Management, LLC on ADI, newest first. How the timeline and the estimate are built.
Trueblood Wealth Management, LLC held 8,499 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 8,499 sharesChange vs previous 13F +296 shares
1.18% of the 13F portfolio, value $3,375,513.
13F-HR 0002005380-26-000003 filed by Trueblood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,203 sharesChange vs previous 13F +274 shares
1.02% of the 13F portfolio, value $2,609,667.
13F-HR 0002005380-26-000002 filed by Trueblood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,929 sharesChange vs previous 13F -69 shares
0.84% of the 13F portfolio, value $2,150,303.
13F-HR 0002005380-26-000001 filed by Trueblood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,998 sharesChange vs previous 13F -186 shares
0.77% of the 13F portfolio, value $1,965,183.
13F-HR 0002005380-25-000002 filed by Trueblood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,184 sharesChange vs previous 13F -1,639 shares
0.81% of the 13F portfolio, value $1,948,030.
13F-HR 0001085146-25-004043 filed by Trueblood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,823 sharesChange vs previous 13F +804 shares
0.92% of the 13F portfolio, value $1,981,070.
13F-HR 0001085146-25-002098 filed by Trueblood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,019 sharesChange vs previous 13F +197 shares
0.94% of the 13F portfolio, value $1,916,177.
13F-HR 0001085146-25-000257 filed by Trueblood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,822 sharesChange vs previous 13F not available
1.02% of the 13F portfolio, value $2,030,560.
13F-HR 0001085146-24-005087 filed by Trueblood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).