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Disclosery

Blue Trust, Inc.: SPY position timeline

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

Blue Trust, Inc. held 8,951 SPY 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 8,951 shares
    Change vs previous 13F -4,039 shares

    0.07% of the 13F portfolio, value $6,684,217.

    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 12,990 shares
    Change vs previous 13F -2,169 shares

    0.1% of the 13F portfolio, value $8,447,661.

    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 15,159 shares
    Change vs previous 13F +35 shares

    0.12% of the 13F portfolio, value $10,337,510.

    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 15,124 shares
    Change vs previous 13F -109 shares

    0.11% of the 13F portfolio, value $10,075,449.

    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 15,233 shares
    Change vs previous 13F -801 shares

    0.11% of the 13F portfolio, value $9,411,968.

    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 16,034 shares
    Change vs previous 13F -433 shares

    0.11% of the 13F portfolio, value $8,969,083.

    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 16,467 shares
    Change vs previous 13F -3,062 shares

    0.12% of the 13F portfolio, value $9,650,737.

    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 19,529 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,628,185.

    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).