Blue Trust, Inc.: NVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Trust, Inc. on NVS, newest first. How the timeline and the estimate are built.
Blue Trust, Inc. held 9,700 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 9,700 sharesChange vs previous 13F -253 shares
0.02% of the 13F portfolio, value $1,520,168.
13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,953 sharesChange vs previous 13F +4,343 shares
0.02% of the 13F portfolio, value $1,520,295.
13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,610 sharesChange vs previous 13F +847 shares
0.01% of the 13F portfolio, value $773,517.
13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,763 sharesChange vs previous 13F +78 shares
0.01% of the 13F portfolio, value $610,869.
13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,685 sharesChange vs previous 13F -2,154 shares
0.01% of the 13F portfolio, value $566,990.
13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,839 sharesChange vs previous 13F -247 shares
0.01% of the 13F portfolio, value $762,356.
13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 7,086 sharesChange vs previous 13F -4,046 shares
0.01% of the 13F portfolio, value $689,464.
13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,132 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,185,030.
13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).