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Disclosery

Trueblood Wealth Management, LLC: BRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trueblood Wealth Management, LLC on BRO, newest first. How the timeline and the estimate are built.

Trueblood Wealth Management, LLC held 8,731 BRO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,731 shares
    Change vs previous 13F -3,827 shares

    0.2% of the 13F portfolio, value $560,120.

    13F-HR 0002005380-26-000003 filed by Trueblood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,558 shares
    Change vs previous 13F -7,117 shares

    0.32% of the 13F portfolio, value $818,929.

    13F-HR 0002005380-26-000002 filed by Trueblood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,675 shares
    Change vs previous 13F +121 shares

    0.61% of the 13F portfolio, value $1,568,062.

    13F-HR 0002005380-26-000001 filed by Trueblood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,554 shares
    Change vs previous 13F +389 shares

    0.72% of the 13F portfolio, value $1,833,940.

    13F-HR 0002005380-25-000002 filed by Trueblood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,165 shares
    Change vs previous 13F +476 shares

    0.89% of the 13F portfolio, value $2,124,876.

    13F-HR 0001085146-25-004043 filed by Trueblood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,689 shares
    Change vs previous 13F +1,156 shares

    1.08% of the 13F portfolio, value $2,324,912.

    13F-HR 0001085146-25-002098 filed by Trueblood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,533 shares
    Change vs previous 13F +45 shares

    0.88% of the 13F portfolio, value $1,788,717.

    13F-HR 0001085146-25-000257 filed by Trueblood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,488 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,811,757.

    13F-HR 0001085146-24-005087 filed by Trueblood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).