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Disclosery

Blue Trust, Inc.: EPOL position timeline

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

Blue Trust, Inc. held 4,079 EPOL 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 4,079 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $157,490.

    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 4,154 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $151,247.

    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 4,189 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $147,411.

    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 4,207 shares
    Change vs previous 13F +304 shares

    <0.01% of the 13F portfolio, value $135,465.

    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 3,903 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $125,911.

    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 3,903 shares
    Change vs previous 13F -1,766 shares

    <0.01% of the 13F portfolio, value $109,323.

    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 5,669 shares
    Change vs previous 13F +1,321 shares

    <0.01% of the 13F portfolio, value $118,312.

    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 4,348 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $106,656.

    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).