Trueblood Wealth Management, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trueblood Wealth Management, LLC on DIS, newest first. How the timeline and the estimate are built.
Trueblood Wealth Management, LLC held 3,623 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 3,623 sharesChange vs previous 13F +76 shares
0.12% of the 13F portfolio, value $348,747.
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 3,547 sharesChange vs previous 13F -5 shares
0.13% of the 13F portfolio, value $341,894.
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 3,552 sharesChange vs previous 13F +13 shares
0.16% of the 13F portfolio, value $404,115.
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 3,539 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $405,220.
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 3,539 sharesChange vs previous 13F +247 shares
0.18% of the 13F portfolio, value $438,871.
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 3,292 sharesChange vs previous 13F +18 shares
0.15% of the 13F portfolio, value $324,920.
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 3,274 sharesChange vs previous 13F -63 shares
0.18% of the 13F portfolio, value $364,560.
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 3,337 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $320,986.
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).