Trueblood Wealth Management, LLC: PEZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trueblood Wealth Management, LLC on PEZ, newest first. How the timeline and the estimate are built.
Trueblood Wealth Management, LLC held 4,416 PEZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 4,416 sharesChange vs previous 13F -3 shares
0.16% of the 13F portfolio, value $456,789.
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 4,419 sharesChange vs previous 13F -47 shares
0.17% of the 13F portfolio, value $426,159.
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 4,466 sharesChange vs previous 13F +99 shares
0.18% of the 13F portfolio, value $464,237.
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 4,367 sharesChange vs previous 13F +53 shares
0.17% of the 13F portfolio, value $439,579.
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 4,314 sharesChange vs previous 13F +278 shares
0.18% of the 13F portfolio, value $429,173.
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 4,036 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $347,096.
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).