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Blue Trust, Inc.: FREL position timeline

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

Blue Trust, Inc. held 8,436 FREL 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 8,436 shares
    Change vs previous 13F -357 shares

    <0.01% of the 13F portfolio, value $247,187.

    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 8,793 shares
    Change vs previous 13F +174 shares

    <0.01% of the 13F portfolio, value $236,622.

    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 8,619 shares
    Change vs previous 13F -149 shares

    <0.01% of the 13F portfolio, value $231,767.

    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 8,768 shares
    Change vs previous 13F +102 shares

    <0.01% of the 13F portfolio, value $243,833.

    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 8,666 shares
    Change vs previous 13F -4,351 shares

    <0.01% of the 13F portfolio, value $234,341.

    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 13,017 shares
    Change vs previous 13F -780 shares

    <0.01% of the 13F portfolio, value $357,567.

    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 13,797 shares
    Change vs previous 13F -14,273 shares

    <0.01% of the 13F portfolio, value $372,804.

    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 28,070 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $711,299.

    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).