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Disclosery

Blue Trust, Inc.: HLN position timeline

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

Blue Trust, Inc. held 98,875 HLN 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 98,875 shares
    Change vs previous 13F +11,319 shares

    0.01% of the 13F portfolio, value $922,502.

    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 87,556 shares
    Change vs previous 13F +5,825 shares

    0.01% of the 13F portfolio, value $876,431.

    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 81,731 shares
    Change vs previous 13F +26,731 shares

    0.01% of the 13F portfolio, value $826,295.

    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 55,000 shares
    Change vs previous 13F +2,904 shares

    0.01% of the 13F portfolio, value $493,346.

    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 52,096 shares
    Change vs previous 13F -2,907 shares

    0.01% of the 13F portfolio, value $540,230.

    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 55,003 shares
    Change vs previous 13F +4,758 shares

    0.01% of the 13F portfolio, value $565,984.

    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 50,245 shares
    Change vs previous 13F +10,072 shares

    0.01% of the 13F portfolio, value $479,336.

    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 40,173 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $331,829.

    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).