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
- period ended2026-06-3013F 18,496 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,782 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,133 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,168 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,239 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,839 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 5,665 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,189 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).