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Disclosery

Blue Trust, Inc.: LPLA position timeline

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

Blue Trust, Inc. held 266 LPLA 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 266 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $74,947.

    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 292 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $87,842.

    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 344 shares
    Change vs previous 13F +74 shares

    <0.01% of the 13F portfolio, value $122,867.

    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 270 shares
    Change vs previous 13F -1,105 shares

    <0.01% of the 13F portfolio, value $89,826.

    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 1,375 shares
    Change vs previous 13F +238 shares

    0.01% of the 13F portfolio, value $515,583.

    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 1,137 shares
    Change vs previous 13F +1,090 shares

    <0.01% of the 13F portfolio, value $371,958.

    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 47 shares
    Change vs previous 13F -930 shares

    <0.01% of the 13F portfolio, value $15,346.

    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 977 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $272,875.

    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).