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Blue Trust, Inc.: SU position timeline

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

Blue Trust, Inc. held 1,443 SU 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 1,443 shares
    Change vs previous 13F -202 shares

    <0.01% of the 13F portfolio, value $77,455.

    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 1,645 shares
    Change vs previous 13F -1,252 shares

    <0.01% of the 13F portfolio, value $108,761.

    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 2,897 shares
    Change vs previous 13F -912 shares

    <0.01% of the 13F portfolio, value $128,524.

    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 3,809 shares
    Change vs previous 13F -3,147 shares

    <0.01% of the 13F portfolio, value $159,270.

    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 6,956 shares
    Change vs previous 13F -143 shares

    <0.01% of the 13F portfolio, value $260,490.

    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 7,099 shares
    Change vs previous 13F +590 shares

    <0.01% of the 13F portfolio, value $274,870.

    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 6,509 shares
    Change vs previous 13F +1,389 shares

    <0.01% of the 13F portfolio, value $232,247.

    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 5,120 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $195,071.

    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).