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Disclosery

Blue Trust, Inc.: AVGO position timeline

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

Blue Trust, Inc. held 31,825 AVGO 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 31,825 shares
    Change vs previous 13F -4,509 shares

    0.13% of the 13F portfolio, value $12,022,151.

    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 36,334 shares
    Change vs previous 13F -1,464 shares

    0.13% of the 13F portfolio, value $11,245,710.

    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 37,798 shares
    Change vs previous 13F +517 shares

    0.15% of the 13F portfolio, value $13,081,742.

    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 37,281 shares
    Change vs previous 13F -198 shares

    0.14% of the 13F portfolio, value $12,299,178.

    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 37,479 shares
    Change vs previous 13F +238 shares

    0.12% of the 13F portfolio, value $10,331,023.

    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 37,241 shares
    Change vs previous 13F +7,750 shares

    0.08% of the 13F portfolio, value $6,235,247.

    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 29,491 shares
    Change vs previous 13F +23,086 shares

    0.09% of the 13F portfolio, value $6,837,296.

    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 6,405 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,284,232.

    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).