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Disclosery

Blue Trust, Inc.: IVE position timeline

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

Blue Trust, Inc. held 73,143 IVE 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 73,143 shares
    Change vs previous 13F -24,587 shares

    0.17% of the 13F portfolio, value $16,607,991.

    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 97,730 shares
    Change vs previous 13F -11,911 shares

    0.24% of the 13F portfolio, value $20,635,583.

    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 109,641 shares
    Change vs previous 13F +20,964 shares

    0.26% of the 13F portfolio, value $23,251,569.

    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 88,677 shares
    Change vs previous 13F -11,257 shares

    0.21% of the 13F portfolio, value $18,312,498.

    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 99,934 shares
    Change vs previous 13F +6,981 shares

    0.23% of the 13F portfolio, value $19,528,992.

    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 92,953 shares
    Change vs previous 13F +25,238 shares

    0.23% of the 13F portfolio, value $17,715,056.

    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 67,715 shares
    Change vs previous 13F -4,243 shares

    0.17% of the 13F portfolio, value $12,925,346.

    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 71,958 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,097,033.

    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).