Blue Trust, Inc.: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Trust, Inc. on PM, newest first. How the timeline and the estimate are built.
Blue Trust, Inc. held 25,765 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 25,765 sharesChange vs previous 13F -1,003 shares
0.05% of the 13F portfolio, value $4,661,095.
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 26,768 sharesChange vs previous 13F +50 shares
0.05% of the 13F portfolio, value $4,425,711.
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 26,718 sharesChange vs previous 13F -1,302 shares
0.05% of the 13F portfolio, value $4,285,476.
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 28,020 sharesChange vs previous 13F +494 shares
0.05% of the 13F portfolio, value $4,544,748.
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 27,526 sharesChange vs previous 13F +3,211 shares
0.06% of the 13F portfolio, value $5,013,279.
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 24,315 sharesChange vs previous 13F +559 shares
0.05% of the 13F portfolio, value $3,859,445.
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 23,756 sharesChange vs previous 13F -3,248 shares
0.04% of the 13F portfolio, value $2,859,031.
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 27,004 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $2,736,230.
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).