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Blue Trust, Inc.: SBR position timeline

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

Blue Trust, Inc. held 25,055 SBR 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 25,055 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,834,026.

    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 25,055 shares
    Change vs previous 13F +3,297 shares

    0.02% of the 13F portfolio, value $1,887,644.

    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 21,758 shares
    Change vs previous 13F +4,749 shares

    0.02% of the 13F portfolio, value $1,491,946.

    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 17,009 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,351,535.

    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 17,009 shares
    Change vs previous 13F -11,833 shares

    0.01% of the 13F portfolio, value $1,134,160.

    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 28,842 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,952,315.

    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 28,842 shares
    Change vs previous 13F +3,850 shares

    0.02% of the 13F portfolio, value $1,869,250.

    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 24,992 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,616,732.

    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).