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Disclosery

Trueblood Wealth Management, LLC: SLYV position timeline

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

Trueblood Wealth Management, LLC held 19,071 SLYV 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 19,071 shares
    Change vs previous 13F +48 shares

    0.73% of the 13F portfolio, value $2,080,891.

    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 19,023 shares
    Change vs previous 13F -146 shares

    0.7% of the 13F portfolio, value $1,799,149.

    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 19,169 shares
    Change vs previous 13F +110 shares

    0.68% of the 13F portfolio, value $1,743,828.

    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 19,059 shares
    Change vs previous 13F +395 shares

    0.66% of the 13F portfolio, value $1,689,569.

    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 18,664 shares
    Change vs previous 13F +19 shares

    0.62% of the 13F portfolio, value $1,488,662.

    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 18,645 shares
    Change vs previous 13F -451 shares

    0.68% of the 13F portfolio, value $1,461,768.

    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 19,096 shares
    Change vs previous 13F +619 shares

    0.82% of the 13F portfolio, value $1,666,126.

    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 18,477 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,604,173.

    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).