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Disclosery

Blue Trust, Inc.: CHTR position timeline

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

Blue Trust, Inc. held 8,646 CHTR 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 8,646 shares
    Change vs previous 13F -1,804 shares

    0.01% of the 13F portfolio, value $1,229,594.

    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 10,450 shares
    Change vs previous 13F +572 shares

    0.03% of the 13F portfolio, value $2,255,946.

    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 9,878 shares
    Change vs previous 13F -29 shares

    0.02% of the 13F portfolio, value $2,062,033.

    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 9,907 shares
    Change vs previous 13F -4 shares

    0.03% of the 13F portfolio, value $2,725,465.

    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 9,911 shares
    Change vs previous 13F -7 shares

    0.05% of the 13F portfolio, value $4,051,716.

    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 9,918 shares
    Change vs previous 13F +8 shares

    0.05% of the 13F portfolio, value $3,655,087.

    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 9,910 shares
    Change vs previous 13F -158 shares

    0.04% of the 13F portfolio, value $3,396,850.

    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 10,068 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,009,930.

    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).