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Blue Trust, Inc.: TDTF position timeline

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

Blue Trust, Inc. held 3,603,118 TDTF 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 3,603,118 shares
    Change vs previous 13F -65,699 shares

    0.9% of the 13F portfolio, value $85,646,119.

    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 3,668,817 shares
    Change vs previous 13F -52,847 shares

    1.01% of the 13F portfolio, value $88,455,178.

    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 3,721,664 shares
    Change vs previous 13F -11,127 shares

    1.01% of the 13F portfolio, value $89,189,663.

    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 3,732,791 shares
    Change vs previous 13F -703,780 shares

    1.02% of the 13F portfolio, value $90,594,824.

    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 4,436,571 shares
    Change vs previous 13F -2,517,288 shares

    1.26% of the 13F portfolio, value $106,832,635.

    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 6,953,859 shares
    Change vs previous 13F +520,447 shares

    2.16% of the 13F portfolio, value $168,631,083.

    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 6,433,412 shares
    Change vs previous 13F +2,193,203 shares

    1.92% of the 13F portfolio, value $149,641,144.

    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 4,240,209 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $99,220,903.

    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).