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Disclosery

Blue Trust, Inc.: AMG position timeline

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

Blue Trust, Inc. held 5,074 AMG 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 5,074 shares
    Change vs previous 13F +106 shares

    0.02% of the 13F portfolio, value $1,716,931.

    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 4,968 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $1,374,535.

    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 4,980 shares
    Change vs previous 13F +193 shares

    0.02% of the 13F portfolio, value $1,435,634.

    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 4,787 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $1,141,364.

    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 4,768 shares
    Change vs previous 13F +145 shares

    0.01% of the 13F portfolio, value $938,199.

    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 4,623 shares
    Change vs previous 13F +175 shares

    0.01% of the 13F portfolio, value $776,803.

    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 4,448 shares
    Change vs previous 13F +2,641 shares

    0.01% of the 13F portfolio, value $822,524.

    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 1,807 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $282,308.

    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).