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Disclosery

Blue Trust, Inc.: SGOV position timeline

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

Blue Trust, Inc. held 85,751 SGOV 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 85,751 shares
    Change vs previous 13F +64,597 shares

    0.09% of the 13F portfolio, value $8,632,538.

    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 21,154 shares
    Change vs previous 13F +899 shares

    0.02% of the 13F portfolio, value $2,129,340.

    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 20,255 shares
    Change vs previous 13F -6,940 shares

    0.02% of the 13F portfolio, value $2,033,171.

    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 27,195 shares
    Change vs previous 13F -27,130 shares

    0.03% of the 13F portfolio, value $2,738,547.

    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 54,325 shares
    Change vs previous 13F -29,593 shares

    0.06% of the 13F portfolio, value $5,469,921.

    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 83,918 shares
    Change vs previous 13F +7,212 shares

    0.11% of the 13F portfolio, value $8,448,000.

    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 76,706 shares
    Change vs previous 13F -657,428 shares

    0.1% of the 13F portfolio, value $7,695,132.

    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 734,134 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $73,934,643.

    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).