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Trueblood Wealth Management, LLC: O position timeline

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

Trueblood Wealth Management, LLC held 7,824 O 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 7,824 shares
    Change vs previous 13F +51 shares

    0.17% of the 13F portfolio, value $484,765.

    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 7,773 shares
    Change vs previous 13F -17 shares

    0.19% of the 13F portfolio, value $475,543.

    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 7,790 shares
    Change vs previous 13F -47 shares

    0.17% of the 13F portfolio, value $439,127.

    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 7,837 shares
    Change vs previous 13F -30 shares

    0.19% of the 13F portfolio, value $476,389.

    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 7,867 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $453,218.

    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 7,867 shares
    Change vs previous 13F +87 shares

    0.21% of the 13F portfolio, value $456,365.

    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 7,780 shares
    Change vs previous 13F +296 shares

    0.2% of the 13F portfolio, value $415,530.

    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 7,484 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $474,635.

    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).