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Disclosery

Blue Trust, Inc.: SSB position timeline

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

Blue Trust, Inc. held 727 SSB 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 727 shares
    Change vs previous 13F -319 shares

    <0.01% of the 13F portfolio, value $72,627.

    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 1,046 shares
    Change vs previous 13F +64 shares

    <0.01% of the 13F portfolio, value $96,776.

    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 982 shares
    Change vs previous 13F +431 shares

    <0.01% of the 13F portfolio, value $92,416.

    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 551 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $54,478.

    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).