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Disclosery

Blue Trust, Inc.: PEP position timeline

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

Blue Trust, Inc. held 34,470 PEP 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 34,470 shares
    Change vs previous 13F -1,486 shares

    0.05% of the 13F portfolio, value $4,667,318.

    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 35,956 shares
    Change vs previous 13F -5,216 shares

    0.06% of the 13F portfolio, value $5,583,594.

    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 41,172 shares
    Change vs previous 13F -2,126 shares

    0.07% of the 13F portfolio, value $5,908,945.

    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 43,298 shares
    Change vs previous 13F +78 shares

    0.07% of the 13F portfolio, value $6,080,740.

    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 43,220 shares
    Change vs previous 13F +1,328 shares

    0.07% of the 13F portfolio, value $5,706,750.

    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 41,892 shares
    Change vs previous 13F -800 shares

    0.08% of the 13F portfolio, value $6,281,192.

    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 42,692 shares
    Change vs previous 13F +7,090 shares

    0.08% of the 13F portfolio, value $6,491,777.

    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 35,602 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,871,923.

    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).