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Disclosery

Blue Trust, Inc.: QUAL position timeline

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

Blue Trust, Inc. held 2,709,961 QUAL 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 2,709,961 shares
    Change vs previous 13F +15,301 shares

    6.23% of the 13F portfolio, value $594,646,741.

    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 2,694,660 shares
    Change vs previous 13F -7,094 shares

    5.92% of the 13F portfolio, value $516,862,891.

    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 2,701,754 shares
    Change vs previous 13F -36,165 shares

    6.06% of the 13F portfolio, value $536,622,400.

    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 2,737,919 shares
    Change vs previous 13F +76,969 shares

    5.98% of the 13F portfolio, value $532,525,076.

    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 2,660,950 shares
    Change vs previous 13F +327,395 shares

    5.74% of the 13F portfolio, value $486,474,836.

    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 2,333,555 shares
    Change vs previous 13F +132,597 shares

    5.11% of the 13F portfolio, value $398,781,017.

    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 2,200,958 shares
    Change vs previous 13F +209,386 shares

    5.02% of the 13F portfolio, value $391,946,455.

    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 1,991,572 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $340,080,951.

    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).