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
- period ended2026-06-3013F 940 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,132 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,313 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,099 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,557 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,341 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 1,231 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).