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Disclosery

Blue Trust, Inc.: ADX position timeline

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

Blue Trust, Inc. held 28,474 ADX 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 28,474 shares
    Change vs previous 13F +535 shares

    0.01% of the 13F portfolio, value $727,503.

    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 27,939 shares
    Change vs previous 13F +553 shares

    0.01% of the 13F portfolio, value $611,580.

    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 27,386 shares
    Change vs previous 13F +540 shares

    0.01% of the 13F portfolio, value $638,634.

    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 26,846 shares
    Change vs previous 13F +550 shares

    0.01% of the 13F portfolio, value $598,675.

    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 26,296 shares
    Change vs previous 13F +580 shares

    0.01% of the 13F portfolio, value $570,888.

    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 25,716 shares
    Change vs previous 13F -6,234 shares

    0.01% of the 13F portfolio, value $488,350.

    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 31,950 shares
    Change vs previous 13F +9,438 shares

    0.01% of the 13F portfolio, value $645,391.

    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 22,512 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $483,789.

    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).