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Disclosery

Blue Trust, Inc.: PBR position timeline

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

Blue Trust, Inc. held 37,735 PBR 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 37,735 shares
    Change vs previous 13F +4,110 shares

    0.01% of the 13F portfolio, value $609,798.

    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 33,625 shares
    Change vs previous 13F +6,577 shares

    0.01% of the 13F portfolio, value $697,725.

    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 27,048 shares
    Change vs previous 13F -6,023 shares

    <0.01% of the 13F portfolio, value $320,525.

    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 33,071 shares
    Change vs previous 13F +1,237 shares

    <0.01% of the 13F portfolio, value $418,674.

    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 31,834 shares
    Change vs previous 13F +2,134 shares

    <0.01% of the 13F portfolio, value $398,246.

    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).

  6. period ended2025-03-31
    13F 29,700 shares
    Change vs previous 13F +2,433 shares

    0.01% of the 13F portfolio, value $425,900.

    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 27,267 shares
    Change vs previous 13F -21,916 shares

    <0.01% of the 13F portfolio, value $350,648.

    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 49,183 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $712,668.

    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).