Skip to content
Disclosery

Blue Trust, Inc.: IVW position timeline

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

Blue Trust, Inc. held 126,412 IVW 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 126,412 shares
    Change vs previous 13F -21,849 shares

    0.18% of the 13F portfolio, value $17,385,539.

    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 148,261 shares
    Change vs previous 13F +3,852 shares

    0.19% of the 13F portfolio, value $16,769,783.

    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 144,409 shares
    Change vs previous 13F -8,153 shares

    0.2% of the 13F portfolio, value $17,799,963.

    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 152,562 shares
    Change vs previous 13F -37,215 shares

    0.21% of the 13F portfolio, value $18,417,299.

    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 189,777 shares
    Change vs previous 13F -29,594 shares

    0.25% of the 13F portfolio, value $20,894,451.

    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 219,371 shares
    Change vs previous 13F -434 shares

    0.26% of the 13F portfolio, value $20,364,205.

    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 219,805 shares
    Change vs previous 13F -57,488 shares

    0.29% of the 13F portfolio, value $22,316,779.

    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 277,293 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $25,660,668.

    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).