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Disclosery

Trueblood Wealth Management, LLC: SDVY position timeline

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

Trueblood Wealth Management, LLC held 97,335 SDVY 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 97,335 shares
    Change vs previous 13F +1,954 shares

    1.47% of the 13F portfolio, value $4,199,015.

    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 95,381 shares
    Change vs previous 13F +1,152 shares

    1.47% of the 13F portfolio, value $3,760,855.

    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 94,229 shares
    Change vs previous 13F +1,185 shares

    1.41% of the 13F portfolio, value $3,610,869.

    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 93,044 shares
    Change vs previous 13F +2,467 shares

    1.38% of the 13F portfolio, value $3,537,476.

    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 90,577 shares
    Change vs previous 13F +3,115 shares

    1.34% of the 13F portfolio, value $3,195,543.

    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 87,462 shares
    Change vs previous 13F +5,948 shares

    1.36% of the 13F portfolio, value $2,929,977.

    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 81,514 shares
    Change vs previous 13F +7,834 shares

    1.44% of the 13F portfolio, value $2,922,277.

    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 73,680 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,680,478.

    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).