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Blue Trust, Inc.: OTF position timeline

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

Blue Trust, Inc. held 342,060 OTF 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 342,060 shares
    Change vs previous 13F +107,277 shares

    0.04% of the 13F portfolio, value $3,540,329.

    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 234,783 shares
    Change vs previous 13F +107,886 shares

    0.03% of the 13F portfolio, value $2,908,970.

    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 126,897 shares
    Change vs previous 13F +74,370 shares

    0.02% of the 13F portfolio, value $1,845,086.

    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 52,527 shares
    Change vs previous 13F +36,183 shares

    0.01% of the 13F portfolio, value $725,913.

    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 16,344 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $249,246.

    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).