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Disclosery

Blue Trust, Inc.: LOPE position timeline

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

Blue Trust, Inc. held 551 LOPE 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 551 shares
    Change vs previous 13F +82 shares

    <0.01% of the 13F portfolio, value $78,853.

    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 469 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $79,744.

    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 521 shares
    Change vs previous 13F -53 shares

    <0.01% of the 13F portfolio, value $86,648.

    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 574 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $126,004.

    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 534 shares
    Change vs previous 13F -43 shares

    <0.01% of the 13F portfolio, value $100,926.

    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 577 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $99,833.

    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 479 shares
    Change vs previous 13F -972 shares

    <0.01% of the 13F portfolio, value $78,460.

    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 1,451 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,009.

    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).