Skip to content
Disclosery

Trueblood Wealth Management, LLC: CGDG position timeline

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

Trueblood Wealth Management, LLC held 64,157 CGDG 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 64,157 shares
    Change vs previous 13F +2,949 shares

    0.84% of the 13F portfolio, value $2,406,545.

    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 61,208 shares
    Change vs previous 13F +4,550 shares

    0.86% of the 13F portfolio, value $2,197,357.

    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 56,658 shares
    Change vs previous 13F +7,297 shares

    0.79% of the 13F portfolio, value $2,019,282.

    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 49,361 shares
    Change vs previous 13F +1,917 shares

    0.67% of the 13F portfolio, value $1,710,362.

    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 47,444 shares
    Change vs previous 13F +5,339 shares

    0.67% of the 13F portfolio, value $1,595,542.

    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 42,105 shares
    Change vs previous 13F +14,125 shares

    0.6% of the 13F portfolio, value $1,301,045.

    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 27,980 shares
    Change vs previous 13F +9,665 shares

    0.41% of the 13F portfolio, value $829,327.

    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 18,315 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $562,637.

    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).