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Blue Trust, Inc.: SMCI position timeline

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

Blue Trust, Inc. held 940 SMCI 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 940 shares
    Change vs previous 13F -192 shares

    <0.01% of the 13F portfolio, value $27,570.

    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 1,132 shares
    Change vs previous 13F -181 shares

    <0.01% of the 13F portfolio, value $25,776.

    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 1,313 shares
    Change vs previous 13F +214 shares

    <0.01% of the 13F portfolio, value $38,431.

    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 1,099 shares
    Change vs previous 13F -458 shares

    <0.01% of the 13F portfolio, value $52,686.

    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 1,557 shares
    Change vs previous 13F +216 shares

    <0.01% of the 13F portfolio, value $76,314.

    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 1,341 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $45,919.

    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 1,231 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $37,521.

    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).