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
- period ended2026-06-3013F 25,055 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,055 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,758 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,009 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,009 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,842 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 28,842 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 24,992 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).