Skip to content
Disclosery

Truepoint, Inc.: SUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Truepoint, Inc. on SUB, newest first. How the timeline and the estimate are built.

Truepoint, Inc. held 460,655 SUB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 460,655 shares
    Change vs previous 13F +11,890 shares

    1.02% of the 13F portfolio, value $49,045,892.

    13F-HR 0001765380-26-000257 filed by Truepoint, Inc.
    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 448,765 shares
    Change vs previous 13F +23,082 shares

    1.07% of the 13F portfolio, value $47,793,426.

    13F-HR 0001765380-26-000192 filed by Truepoint, Inc.
    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 425,683 shares
    Change vs previous 13F +12,650 shares

    1.02% of the 13F portfolio, value $45,420,390.

    13F-HR 0001765380-26-000107 filed by Truepoint, Inc.
    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 413,033 shares
    Change vs previous 13F +30,812 shares

    1.03% of the 13F portfolio, value $44,103,664.

    13F-HR 0001765380-25-000491 filed by Truepoint, Inc.
    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 382,221 shares
    Change vs previous 13F -11,294 shares

    1.01% of the 13F portfolio, value $40,645,381.

    13F-HR 0001765380-25-000316 filed by Truepoint, Inc.
    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 393,515 shares
    Change vs previous 13F +8,027 shares

    1.13% of the 13F portfolio, value $41,555,184.

    13F-HR 0001765380-25-000212 filed by Truepoint, Inc.
    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 385,488 shares
    Change vs previous 13F +28,899 shares

    1.09% of the 13F portfolio, value $40,661,274.

    13F-HR 0001765380-25-000073 filed by Truepoint, Inc.
    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 356,589 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $37,866,186.

    13F-HR 0001765380-24-000441 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).