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Disclosery

Blue Trust, Inc.: EXC position timeline

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

Blue Trust, Inc. held 6,194 EXC 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 6,194 shares
    Change vs previous 13F -62 shares

    <0.01% of the 13F portfolio, value $288,775.

    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 6,256 shares
    Change vs previous 13F -173 shares

    <0.01% of the 13F portfolio, value $306,680.

    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 6,429 shares
    Change vs previous 13F -311 shares

    <0.01% of the 13F portfolio, value $280,250.

    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 6,740 shares
    Change vs previous 13F -104 shares

    <0.01% of the 13F portfolio, value $303,353.

    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 6,844 shares
    Change vs previous 13F +955 shares

    <0.01% of the 13F portfolio, value $297,153.

    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 5,889 shares
    Change vs previous 13F -333 shares

    <0.01% of the 13F portfolio, value $271,358.

    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 6,222 shares
    Change vs previous 13F -4,541 shares

    <0.01% of the 13F portfolio, value $234,184.

    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 10,763 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $372,515.

    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).