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Disclosery

Blue Trust, Inc.: POR position timeline

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

Blue Trust, Inc. held 2,228 POR 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 2,228 shares
    Change vs previous 13F +97 shares

    <0.01% of the 13F portfolio, value $115,477.

    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 2,131 shares
    Change vs previous 13F -229 shares

    <0.01% of the 13F portfolio, value $112,453.

    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 2,360 shares
    Change vs previous 13F -1,667 shares

    <0.01% of the 13F portfolio, value $113,256.

    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 4,027 shares
    Change vs previous 13F +746 shares

    <0.01% of the 13F portfolio, value $177,188.

    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 3,281 shares
    Change vs previous 13F +352 shares

    <0.01% of the 13F portfolio, value $133,307.

    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 2,929 shares
    Change vs previous 13F +1,921 shares

    <0.01% of the 13F portfolio, value $130,633.

    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 1,008 shares
    Change vs previous 13F -1,187 shares

    <0.01% of the 13F portfolio, value $43,969.

    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 2,195 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $94,912.

    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).