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Disclosery

Blue Trust, Inc.: IUSB position timeline

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

Blue Trust, Inc. held 557,737 IUSB 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 557,737 shares
    Change vs previous 13F +74,095 shares

    0.27% of the 13F portfolio, value $25,739,587.

    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 483,642 shares
    Change vs previous 13F -4,449 shares

    0.26% of the 13F portfolio, value $22,339,448.

    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 488,091 shares
    Change vs previous 13F -63,344 shares

    0.26% of the 13F portfolio, value $22,715,754.

    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 551,435 shares
    Change vs previous 13F -213,035 shares

    0.29% of the 13F portfolio, value $25,757,491.

    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 764,470 shares
    Change vs previous 13F -92,186 shares

    0.42% of the 13F portfolio, value $35,341,478.

    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 856,656 shares
    Change vs previous 13F -29,758 shares

    0.51% of the 13F portfolio, value $39,474,707.

    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 886,414 shares
    Change vs previous 13F -40,066 shares

    0.51% of the 13F portfolio, value $40,065,931.

    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 926,480 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $41,895,446.

    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).