Skip to content
Disclosery

Blue Trust, Inc.: BAI position timeline

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

Blue Trust, Inc. held 152,995 BAI 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 152,995 shares
    Change vs previous 13F -74,587 shares

    0.08% of the 13F portfolio, value $8,065,940.

    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 227,582 shares
    Change vs previous 13F +1,698 shares

    0.09% of the 13F portfolio, value $7,498,817.

    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 225,884 shares
    Change vs previous 13F -6,324 shares

    0.08% of the 13F portfolio, value $7,521,926.

    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 232,208 shares
    Change vs previous 13F +115,358 shares

    0.09% of the 13F portfolio, value $7,932,248.

    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 116,850 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,371,114.

    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).