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Disclosery

Trueblood Wealth Management, LLC: FV position timeline

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

Trueblood Wealth Management, LLC held 26,013 FV 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 26,013 shares
    Change vs previous 13F +561 shares

    0.69% of the 13F portfolio, value $1,973,842.

    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 25,452 shares
    Change vs previous 13F +557 shares

    0.6% of the 13F portfolio, value $1,538,282.

    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 24,895 shares
    Change vs previous 13F +1,406 shares

    0.61% of the 13F portfolio, value $1,566,357.

    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 23,489 shares
    Change vs previous 13F +726 shares

    0.57% of the 13F portfolio, value $1,454,467.

    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 22,763 shares
    Change vs previous 13F +2,069 shares

    0.56% of the 13F portfolio, value $1,348,945.

    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 20,694 shares
    Change vs previous 13F +5,833 shares

    0.53% of the 13F portfolio, value $1,135,273.

    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 14,861 shares
    Change vs previous 13F +2,731 shares

    0.43% of the 13F portfolio, value $877,691.

    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 12,130 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $706,815.

    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).