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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

  1. period ended2026-06-30
    13F 9,256 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 9,256 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 9,432 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 9,432 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 9,432 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 9,431 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 11,228 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 10,400 shares
    Change 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), ingested

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