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
- period ended2026-06-3013F 7,824 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,773 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,790 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,837 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,867 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,867 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,780 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,484 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).