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Disclosery

Blue Trust, Inc.: BSV position timeline

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

Blue Trust, Inc. held 340,954 BSV 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 340,954 shares
    Change vs previous 13F +43,721 shares

    0.28% of the 13F portfolio, value $26,563,762.

    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 297,233 shares
    Change vs previous 13F -91,573 shares

    0.27% of the 13F portfolio, value $23,306,051.

    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 388,806 shares
    Change vs previous 13F +11,533 shares

    0.35% of the 13F portfolio, value $30,641,800.

    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 377,273 shares
    Change vs previous 13F -36,224 shares

    0.33% of the 13F portfolio, value $29,770,558.

    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 413,497 shares
    Change vs previous 13F +19,561 shares

    0.38% of the 13F portfolio, value $32,542,214.

    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 393,936 shares
    Change vs previous 13F +35,345 shares

    0.4% of the 13F portfolio, value $30,837,336.

    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 358,591 shares
    Change vs previous 13F +22,189 shares

    0.35% of the 13F portfolio, value $27,708,333.

    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 336,402 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $25,801,988.

    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).