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Disclosery

Blue Trust, Inc.: DFIN position timeline

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

Blue Trust, Inc. held 817 DFIN 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 817 shares
    Change vs previous 13F +174 shares

    <0.01% of the 13F portfolio, value $34,276.

    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 643 shares
    Change vs previous 13F +336 shares

    <0.01% of the 13F portfolio, value $30,292.

    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 307 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $14,334.

    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 342 shares
    Change vs previous 13F -241 shares

    <0.01% of the 13F portfolio, value $17,589.

    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 583 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $35,942.

    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 554 shares
    Change vs previous 13F -93 shares

    <0.01% of the 13F portfolio, value $24,215.

    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 647 shares
    Change vs previous 13F -255 shares

    <0.01% of the 13F portfolio, value $40,586.

    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 902 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $53,778.

    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).