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Disclosery

Blue Trust, Inc.: SMMD position timeline

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

Blue Trust, Inc. held 764 SMMD 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 764 shares
    Change vs previous 13F -15,620 shares

    <0.01% of the 13F portfolio, value $70,005.

    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 16,384 shares
    Change vs previous 13F -14,620 shares

    0.01% of the 13F portfolio, value $1,250,918.

    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 31,004 shares
    Change vs previous 13F +30,951 shares

    0.03% of the 13F portfolio, value $2,323,439.

    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 53 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,908.

    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 53 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,592.

    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 53 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $3,315.

    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 81 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,508.

    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).