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Blue Trust, Inc.: ACWI position timeline

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

Blue Trust, Inc. held 421,761 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 421,761 shares
    Change vs previous 13F -11,733 shares

    0.69% of the 13F portfolio, value $66,203,763.

    13F-HR 0001856022-26-000004 filed by Blue Trust, 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 433,494 shares
    Change vs previous 13F +11,099 shares

    0.69% of the 13F portfolio, value $59,982,554.

    13F-HR 0001856022-26-000003 filed by Blue Trust, 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 422,395 shares
    Change vs previous 13F -2,458 shares

    0.68% of the 13F portfolio, value $59,764,586.

    13F-HR 0001856022-26-000001 filed by Blue Trust, 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 424,853 shares
    Change vs previous 13F +10,166 shares

    0.66% of the 13F portfolio, value $58,731,759.

    13F-HR 0001856022-25-000008 filed by Blue Trust, 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 414,687 shares
    Change vs previous 13F +3,839 shares

    0.63% of the 13F portfolio, value $53,328,706.

    13F-HR 0001856022-25-000007 filed by Blue Trust, 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 410,848 shares
    Change vs previous 13F +9,222 shares

    0.61% of the 13F portfolio, value $47,818,561.

    13F-HR 0001856022-25-000006 filed by Blue Trust, 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/A 401,626 shares
    Change vs previous 13F +2,854 shares

    0.6% of the 13F portfolio, value $47,191,079.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, 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 398,772 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $44,821,991.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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