Trueblood Wealth Management, LLC: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trueblood Wealth Management, LLC on PM, newest first. How the timeline and the estimate are built.
Trueblood Wealth Management, LLC held 2,636 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 2,636 sharesChange vs previous 13F +182 shares
0.17% of the 13F portfolio, value $476,908.
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 2,454 sharesChange vs previous 13F -348 shares
0.16% of the 13F portfolio, value $405,823.
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 2,802 sharesChange vs previous 13F +104 shares
0.18% of the 13F portfolio, value $449,435.
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 2,698 sharesChange vs previous 13F +53 shares
0.17% of the 13F portfolio, value $437,666.
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 2,645 sharesChange vs previous 13F +221 shares
0.2% of the 13F portfolio, value $481,741.
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 2,424 sharesChange vs previous 13F -163 shares
0.18% of the 13F portfolio, value $384,687.
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 2,587 sharesChange vs previous 13F -54 shares
0.15% of the 13F portfolio, value $311,315.
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 2,641 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $320,627.
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).