Trueblood Wealth Management, LLC DJT β€” TRUMP MEDIA & TECHNOLOGY GRO

Ownership history in Trueblood Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Trueblood Wealth Management, LLC reported TRUMP MEDIA & TECHNOLOGY GRO (DJT) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.13% in 2025 Q2. The latest visible filing shows DJT at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DJT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trueblood Wealth Management, LLC's position in TRUMP MEDIA & TECHNOLOGY GRO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DJT was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Trueblood Wealth Management, LLC held DJT β€” position size vs. price
% of Fund (quarterly)    DJT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 35,047 +25,000 +248.8% 0.13% $325K 2026-04-21 $9.82
2025 Q4 REDUCED 40.9% -29.9% βœ… 10,047 -6,940 -40.9% 0.05% $133K 2026-01-21 $14.13
2025 Q3 UNCHANGED β€” β€” β€” 16,987 β€” 0% 0.11% $279K 2025-10-24 $15.84
2025 Q2 INITIATED β€” β€” β€” 16,987 β€” β€” 0.13% $306K 2025-07-23 $19.59

FAQ About Trueblood Wealth Management, LLC and DJT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Trueblood Wealth Management, LLC reported owning DJT?

Trueblood Wealth Management, LLC reported DJT across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported DJT position in Trueblood Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DJT was 0.13% in 2025 Q2.

What is the latest reported DJT position on this page?

The most recent filing on this page is 2026 Q1, when Trueblood Wealth Management, LLC reported 35,047 shares, equal to 0.13% of portfolio, with an estimated market value of $325K.

What does the chart on this DJT ownership page compare?

The chart compares Trueblood Wealth Management, LLC's quarterly DJT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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