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Disclosery

Trueblood Wealth Management, LLC: RDVI position timeline

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

Trueblood Wealth Management, LLC held 174,899 RDVI 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 174,899 shares
    Change vs previous 13F +6,927 shares

    1.79% of the 13F portfolio, value $5,142,044.

    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 167,972 shares
    Change vs previous 13F +5,064 shares

    1.68% of the 13F portfolio, value $4,291,689.

    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 162,908 shares
    Change vs previous 13F +20,333 shares

    1.67% of the 13F portfolio, value $4,274,702.

    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 142,575 shares
    Change vs previous 13F +12,087 shares

    1.44% of the 13F portfolio, value $3,685,563.

    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 130,488 shares
    Change vs previous 13F +6,924 shares

    1.35% of the 13F portfolio, value $3,224,354.

    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 123,564 shares
    Change vs previous 13F +25,256 shares

    1.36% of the 13F portfolio, value $2,930,938.

    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 98,308 shares
    Change vs previous 13F +10,031 shares

    1.17% of the 13F portfolio, value $2,382,986.

    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 88,277 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,175,145.

    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).