Trueblood Wealth Management, LLC: DWAS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trueblood Wealth Management, LLC on DWAS, newest first. How the timeline and the estimate are built.
Trueblood Wealth Management, LLC held 9,256 DWAS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 9,256 sharesChange vs previous 13F 0 shares
0.41% of the 13F portfolio, value $1,178,470.
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 9,256 sharesChange vs previous 13F -176 shares
0.36% of the 13F portfolio, value $911,501.
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 9,432 sharesChange vs previous 13F 0 shares
0.36% of the 13F portfolio, value $912,725.
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 9,432 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $869,322.
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 9,432 sharesChange vs previous 13F +1 shares
0.33% of the 13F portfolio, value $800,387.
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 9,431 sharesChange vs previous 13F -1,797 shares
0.34% of the 13F portfolio, value $735,429.
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 11,228 sharesChange vs previous 13F +828 shares
0.51% of the 13F portfolio, value $1,025,004.
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 10,400 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $965,848.
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).