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Disclosery

Trueblood Wealth Management, LLC: IFV position timeline

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

Trueblood Wealth Management, LLC held 98,678 IFV 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 98,678 shares
    Change vs previous 13F +2,896 shares

    0.93% of the 13F portfolio, value $2,657,653.

    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 95,782 shares
    Change vs previous 13F +4,390 shares

    0.95% of the 13F portfolio, value $2,420,410.

    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 91,392 shares
    Change vs previous 13F +4,767 shares

    0.89% of the 13F portfolio, value $2,269,265.

    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 86,625 shares
    Change vs previous 13F +4,353 shares

    0.83% of the 13F portfolio, value $2,120,665.

    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 82,272 shares
    Change vs previous 13F +6,162 shares

    0.79% of the 13F portfolio, value $1,885,675.

    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 76,110 shares
    Change vs previous 13F +20,015 shares

    0.71% of the 13F portfolio, value $1,522,200.

    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 56,095 shares
    Change vs previous 13F +8,992 shares

    0.53% of the 13F portfolio, value $1,075,341.

    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 47,103 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $991,160.

    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).