Skip to content
Disclosery

Blue Trust, Inc.: LPL position timeline

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

Blue Trust, Inc. held 85,530 LPL 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 85,530 shares
    Change vs previous 13F -16,565 shares

    <0.01% of the 13F portfolio, value $332,712.

    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 102,095 shares
    Change vs previous 13F +55,547 shares

    <0.01% of the 13F portfolio, value $396,128.

    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 46,548 shares
    Change vs previous 13F +2,118 shares

    <0.01% of the 13F portfolio, value $195,967.

    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 44,430 shares
    Change vs previous 13F -12,147 shares

    <0.01% of the 13F portfolio, value $231,925.

    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 56,577 shares
    Change vs previous 13F -10,897 shares

    <0.01% of the 13F portfolio, value $193,493.

    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 67,474 shares
    Change vs previous 13F +12,573 shares

    <0.01% of the 13F portfolio, value $209,845.

    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 54,901 shares
    Change vs previous 13F -128,490 shares

    <0.01% of the 13F portfolio, value $168,547.

    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 183,391 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $755,571.

    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).