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Disclosery

Blue Trust, Inc.: FHI position timeline

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

Blue Trust, Inc. held 6,829 FHI 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 6,829 shares
    Change vs previous 13F -114 shares

    <0.01% of the 13F portfolio, value $377,123.

    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 6,943 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $393,726.

    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 7,052 shares
    Change vs previous 13F -404 shares

    <0.01% of the 13F portfolio, value $367,198.

    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 7,456 shares
    Change vs previous 13F +479 shares

    <0.01% of the 13F portfolio, value $387,190.

    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 6,977 shares
    Change vs previous 13F +1,663 shares

    <0.01% of the 13F portfolio, value $309,221.

    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 5,314 shares
    Change vs previous 13F +453 shares

    <0.01% of the 13F portfolio, value $216,652.

    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 4,861 shares
    Change vs previous 13F -4,564 shares

    <0.01% of the 13F portfolio, value $199,836.

    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 9,425 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $309,894.

    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).