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Disclosery

Blue Trust, Inc.: BEN position timeline

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

Blue Trust, Inc. held 679 BEN 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 679 shares
    Change vs previous 13F +452 shares

    <0.01% of the 13F portfolio, value $22,590.

    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 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $5,362.

    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 185 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $4,420.

    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 144 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $3,331.

    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 109 shares
    Change vs previous 13F -121 shares

    <0.01% of the 13F portfolio, value $2,600.

    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 230 shares
    Change vs previous 13F +90 shares

    <0.01% of the 13F portfolio, value $4,428.

    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 140 shares
    Change vs previous 13F -1,928 shares

    <0.01% of the 13F portfolio, value $2,841.

    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 2,068 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $46,220.

    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).