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Blue Trust, Inc.: EXLS position timeline

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

Blue Trust, Inc. held 3,099 EXLS 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 3,099 shares
    Change vs previous 13F -145 shares

    <0.01% of the 13F portfolio, value $80,137.

    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 3,244 shares
    Change vs previous 13F -881 shares

    <0.01% of the 13F portfolio, value $98,749.

    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 4,125 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $175,065.

    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 4,180 shares
    Change vs previous 13F +266 shares

    <0.01% of the 13F portfolio, value $184,045.

    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 3,914 shares
    Change vs previous 13F +254 shares

    <0.01% of the 13F portfolio, value $171,394.

    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 3,660 shares
    Change vs previous 13F +442 shares

    <0.01% of the 13F portfolio, value $172,789.

    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 3,218 shares
    Change vs previous 13F -1,718 shares

    <0.01% of the 13F portfolio, value $142,815.

    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 4,936 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $154,793.

    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).