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Disclosery

Blue Trust, Inc.: BALT position timeline

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

Blue Trust, Inc. held 30,176 BALT 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 30,176 shares
    Change vs previous 13F -1,398 shares

    0.01% of the 13F portfolio, value $1,034,132.

    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 31,574 shares
    Change vs previous 13F -2,982 shares

    0.01% of the 13F portfolio, value $1,056,624.

    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 34,556 shares
    Change vs previous 13F -1,124 shares

    0.01% of the 13F portfolio, value $1,157,972.

    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 35,680 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,171,018.

    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 35,680 shares
    Change vs previous 13F -380 shares

    0.01% of the 13F portfolio, value $1,144,614.

    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 36,060 shares
    Change vs previous 13F +6,367 shares

    0.01% of the 13F portfolio, value $1,131,563.

    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 29,693 shares
    Change vs previous 13F +19,718 shares

    0.01% of the 13F portfolio, value $932,954.

    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 9,975 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $299,549.

    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).