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Blue Trust, Inc.: PENN position timeline

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

Blue Trust, Inc. held 18,496 PENN 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 18,496 shares
    Change vs previous 13F +8,714 shares

    <0.01% of the 13F portfolio, value $395,074.

    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 9,782 shares
    Change vs previous 13F +3,649 shares

    <0.01% of the 13F portfolio, value $147,023.

    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 6,133 shares
    Change vs previous 13F -4,035 shares

    <0.01% of the 13F portfolio, value $90,462.

    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 10,168 shares
    Change vs previous 13F +929 shares

    <0.01% of the 13F portfolio, value $195,826.

    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 9,239 shares
    Change vs previous 13F +400 shares

    <0.01% of the 13F portfolio, value $165,092.

    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 8,839 shares
    Change vs previous 13F +3,174 shares

    <0.01% of the 13F portfolio, value $144,165.

    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 5,665 shares
    Change vs previous 13F -4,524 shares

    <0.01% of the 13F portfolio, value $112,281.

    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 10,189 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $197,199.

    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).