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Disclosery

Blue Trust, Inc.: BRK-B position timeline

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

Blue Trust, Inc. held 27,703 BRK-B 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 27,703 shares
    Change vs previous 13F -1,281 shares

    0.15% of the 13F portfolio, value $13,862,208.

    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 28,984 shares
    Change vs previous 13F -801 shares

    0.16% of the 13F portfolio, value $13,889,033.

    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 29,785 shares
    Change vs previous 13F -495 shares

    0.17% of the 13F portfolio, value $14,971,327.

    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 30,280 shares
    Change vs previous 13F +6,498 shares

    0.17% of the 13F portfolio, value $15,222,863.

    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 23,782 shares
    Change vs previous 13F -1,158 shares

    0.14% of the 13F portfolio, value $11,552,382.

    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 24,940 shares
    Change vs previous 13F -79 shares

    0.17% of the 13F portfolio, value $13,282,422.

    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 25,019 shares
    Change vs previous 13F -8,302 shares

    0.15% of the 13F portfolio, value $11,340,519.

    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 33,321 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $13,554,899.

    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).