Blue Trust, Inc.: UMC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Trust, Inc. on UMC, newest first. How the timeline and the estimate are built.
Blue Trust, Inc. held 39,924 UMC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 39,924 sharesChange vs previous 13F -35,562 shares
0.01% of the 13F portfolio, value $1,086,332.
13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 75,486 sharesChange vs previous 13F -10,000 shares
0.01% of the 13F portfolio, value $677,865.
13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 85,486 sharesChange vs previous 13F -52,252 shares
0.01% of the 13F portfolio, value $671,919.
13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 137,738 sharesChange vs previous 13F +38,397 shares
0.01% of the 13F portfolio, value $1,044,054.
13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 99,341 sharesChange vs previous 13F +21,663 shares
0.01% of the 13F portfolio, value $759,959.
13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 77,678 sharesChange vs previous 13F +21,457 shares
0.01% of the 13F portfolio, value $555,397.
13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 56,221 sharesChange vs previous 13F -125,561 shares
<0.01% of the 13F portfolio, value $364,875.
13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 181,782 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,592,410.
13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).