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Blue Trust, Inc.: SMFG position timeline

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

Blue Trust, Inc. held 16,666 SMFG 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 16,666 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $392,994.

    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 16,682 shares
    Change vs previous 13F -5,071 shares

    <0.01% of the 13F portfolio, value $329,464.

    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 21,753 shares
    Change vs previous 13F -2,024 shares

    <0.01% of the 13F portfolio, value $420,480.

    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 23,777 shares
    Change vs previous 13F -243 shares

    <0.01% of the 13F portfolio, value $398,022.

    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 24,020 shares
    Change vs previous 13F +6,586 shares

    <0.01% of the 13F portfolio, value $362,938.

    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 17,434 shares
    Change vs previous 13F +5,137 shares

    <0.01% of the 13F portfolio, value $269,536.

    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 12,297 shares
    Change vs previous 13F -26,146 shares

    <0.01% of the 13F portfolio, value $178,180.

    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 38,443 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $515,517.

    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).