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Disclosery

Blue Trust, Inc.: IWO position timeline

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

Blue Trust, Inc. held 7,277 IWO 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 7,277 shares
    Change vs previous 13F -38 shares

    0.03% of the 13F portfolio, value $2,866,917.

    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 7,315 shares
    Change vs previous 13F -549 shares

    0.03% of the 13F portfolio, value $2,295,520.

    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 7,864 shares
    Change vs previous 13F +100 shares

    0.03% of the 13F portfolio, value $2,540,151.

    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 7,764 shares
    Change vs previous 13F -15 shares

    0.03% of the 13F portfolio, value $2,484,791.

    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 7,779 shares
    Change vs previous 13F +213 shares

    0.03% of the 13F portfolio, value $2,223,705.

    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 7,566 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $1,933,340.

    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 7,536 shares
    Change vs previous 13F +662 shares

    0.03% of the 13F portfolio, value $2,169,012.

    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 6,874 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,804,631.

    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).