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Disclosery

Blue Trust, Inc.: DFIS position timeline

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

Blue Trust, Inc. held 4,708 DFIS 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 4,708 shares
    Change vs previous 13F -75,709 shares

    <0.01% of the 13F portfolio, value $164,922.

    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 80,417 shares
    Change vs previous 13F +7,939 shares

    0.03% of the 13F portfolio, value $2,707,641.

    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 72,478 shares
    Change vs previous 13F +6,057 shares

    0.03% of the 13F portfolio, value $2,387,426.

    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 66,421 shares
    Change vs previous 13F +1,421 shares

    0.02% of the 13F portfolio, value $2,100,896.

    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 65,000 shares
    Change vs previous 13F +5,305 shares

    0.02% of the 13F portfolio, value $1,939,600.

    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 59,695 shares
    Change vs previous 13F -10,704 shares

    0.02% of the 13F portfolio, value $1,542,519.

    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 70,399 shares
    Change vs previous 13F +29,048 shares

    0.02% of the 13F portfolio, value $1,728,647.

    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 41,351 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,018,475.

    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).