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Disclosery

Blue Trust, Inc.: UBS position timeline

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

Blue Trust, Inc. held 22,424 UBS 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 22,424 shares
    Change vs previous 13F -1,434 shares

    0.01% of the 13F portfolio, value $1,111,322.

    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 23,858 shares
    Change vs previous 13F -716 shares

    0.01% of the 13F portfolio, value $932,132.

    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 24,574 shares
    Change vs previous 13F +791 shares

    0.01% of the 13F portfolio, value $1,137,976.

    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 23,783 shares
    Change vs previous 13F +1,449 shares

    0.01% of the 13F portfolio, value $975,063.

    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 22,334 shares
    Change vs previous 13F -8,417 shares

    0.01% of the 13F portfolio, value $755,319.

    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 30,751 shares
    Change vs previous 13F +2,354 shares

    0.01% of the 13F portfolio, value $941,902.

    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 28,397 shares
    Change vs previous 13F -9,756 shares

    0.01% of the 13F portfolio, value $860,981.

    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 38,153 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,127,039.

    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).