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Disclosery

Blue Trust, Inc.: EXEL position timeline

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

Blue Trust, Inc. held 17,105 EXEL 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 17,105 shares
    Change vs previous 13F +1,166 shares

    0.01% of the 13F portfolio, value $930,683.

    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 15,939 shares
    Change vs previous 13F +1,036 shares

    0.01% of the 13F portfolio, value $683,607.

    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 14,903 shares
    Change vs previous 13F -1,041 shares

    0.01% of the 13F portfolio, value $653,199.

    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 15,944 shares
    Change vs previous 13F -612 shares

    0.01% of the 13F portfolio, value $658,487.

    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 16,556 shares
    Change vs previous 13F +3,580 shares

    0.01% of the 13F portfolio, value $729,706.

    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 12,976 shares
    Change vs previous 13F +1,745 shares

    0.01% of the 13F portfolio, value $479,074.

    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 11,231 shares
    Change vs previous 13F +5,137 shares

    <0.01% of the 13F portfolio, value $373,992.

    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 6,094 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $136,932.

    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).