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Blue Trust, Inc.: SOVF position timeline

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

Blue Trust, Inc. held 90,857 SOVF 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 90,857 shares
    Change vs previous 13F -3,279 shares

    0.03% of the 13F portfolio, value $2,699,865.

    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 94,136 shares
    Change vs previous 13F +7,327 shares

    0.03% of the 13F portfolio, value $2,523,773.

    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 86,809 shares
    Change vs previous 13F +5,874 shares

    0.03% of the 13F portfolio, value $2,533,072.

    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 80,935 shares
    Change vs previous 13F +8,199 shares

    0.03% of the 13F portfolio, value $2,451,017.

    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 72,736 shares
    Change vs previous 13F +17,175 shares

    0.03% of the 13F portfolio, value $2,193,731.

    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 55,561 shares
    Change vs previous 13F +7,375 shares

    0.02% of the 13F portfolio, value $1,650,787.

    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 48,186 shares
    Change vs previous 13F +14,225 shares

    0.02% of the 13F portfolio, value $1,481,734.

    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 33,961 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $972,650.

    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).