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Disclosery

Blue Trust, Inc.: SW position timeline

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

Blue Trust, Inc. held 4,731 SW 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 4,731 shares
    Change vs previous 13F -1,060 shares

    <0.01% of the 13F portfolio, value $218,862.

    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 5,791 shares
    Change vs previous 13F -10,471 shares

    <0.01% of the 13F portfolio, value $230,771.

    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 16,262 shares
    Change vs previous 13F -4,617 shares

    0.01% of the 13F portfolio, value $628,851.

    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 20,879 shares
    Change vs previous 13F +1,079 shares

    0.01% of the 13F portfolio, value $888,819.

    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 19,800 shares
    Change vs previous 13F +966 shares

    0.01% of the 13F portfolio, value $854,370.

    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 18,834 shares
    Change vs previous 13F +8,087 shares

    0.01% of the 13F portfolio, value $848,660.

    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 10,747 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $578,833.

    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).