Skip to content
Disclosery

Blue Trust, Inc.: MBB position timeline

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

Blue Trust, Inc. held 966,223 MBB 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 966,223 shares
    Change vs previous 13F -43,867 shares

    0.96% of the 13F portfolio, value $91,327,393.

    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 1,010,090 shares
    Change vs previous 13F -294,983 shares

    1.1% of the 13F portfolio, value $95,908,011.

    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 1,305,073 shares
    Change vs previous 13F +20,801 shares

    1.4% of the 13F portfolio, value $124,269,010.

    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 1,284,272 shares
    Change vs previous 13F +41,201 shares

    1.37% of the 13F portfolio, value $122,198,577.

    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 1,243,071 shares
    Change vs previous 13F -20,249 shares

    1.38% of the 13F portfolio, value $116,711,949.

    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 1,263,320 shares
    Change vs previous 13F +11,412 shares

    1.52% of the 13F portfolio, value $118,474,174.

    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 1,251,908 shares
    Change vs previous 13F -58,453 shares

    1.47% of the 13F portfolio, value $114,774,987.

    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 1,310,361 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $120,304,231.

    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).