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Disclosery

Blue Trust, Inc.: BOTZ position timeline

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

Blue Trust, Inc. held 1,347 BOTZ 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 1,347 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $51,105.

    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 1,346 shares
    Change vs previous 13F -244 shares

    <0.01% of the 13F portfolio, value $44,714.

    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 1,590 shares
    Change vs previous 13F -22 shares

    <0.01% of the 13F portfolio, value $57,606.

    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 1,612 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $57,113.

    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 1,612 shares
    Change vs previous 13F -56,715 shares

    <0.01% of the 13F portfolio, value $52,632.

    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 58,327 shares
    Change vs previous 13F -2,461 shares

    0.02% of the 13F portfolio, value $1,659,986.

    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 60,788 shares
    Change vs previous 13F +8,950 shares

    0.02% of the 13F portfolio, value $1,942,177.

    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 51,838 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,599,202.

    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).