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Disclosery

Trueblood Wealth Management, LLC: CGUS position timeline

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

Trueblood Wealth Management, LLC held 66,958 CGUS 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 66,958 shares
    Change vs previous 13F +2,458 shares

    1.04% of the 13F portfolio, value $2,978,274.

    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 64,500 shares
    Change vs previous 13F +4,370 shares

    0.97% of the 13F portfolio, value $2,478,077.

    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 60,130 shares
    Change vs previous 13F +7,557 shares

    0.94% of the 13F portfolio, value $2,419,017.

    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 52,573 shares
    Change vs previous 13F +2,143 shares

    0.81% of the 13F portfolio, value $2,078,732.

    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 50,430 shares
    Change vs previous 13F +6,738 shares

    0.78% of the 13F portfolio, value $1,862,380.

    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 43,692 shares
    Change vs previous 13F +15,612 shares

    0.68% of the 13F portfolio, value $1,459,313.

    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 28,080 shares
    Change vs previous 13F +9,964 shares

    0.48% of the 13F portfolio, value $981,958.

    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 18,116 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $621,016.

    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).