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Disclosery

Trueblood Wealth Management, LLC: FTA position timeline

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

Trueblood Wealth Management, LLC held 41,476 FTA 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 41,476 shares
    Change vs previous 13F +518 shares

    1.4% of the 13F portfolio, value $4,014,802.

    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 40,958 shares
    Change vs previous 13F +56 shares

    1.48% of the 13F portfolio, value $3,782,511.

    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 40,902 shares
    Change vs previous 13F +1,275 shares

    1.38% of the 13F portfolio, value $3,523,640.

    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 39,627 shares
    Change vs previous 13F +537 shares

    1.29% of the 13F portfolio, value $3,301,953.

    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 39,090 shares
    Change vs previous 13F +1,857 shares

    1.29% of the 13F portfolio, value $3,073,640.

    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 37,233 shares
    Change vs previous 13F +1,891 shares

    1.33% of the 13F portfolio, value $2,856,516.

    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 35,342 shares
    Change vs previous 13F +1,734 shares

    1.33% of the 13F portfolio, value $2,702,249.

    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 33,608 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,659,401.

    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).