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Blue Trust, Inc.: UPS position timeline

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

Blue Trust, Inc. held 4,316 UPS 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 4,316 shares
    Change vs previous 13F -1,303 shares

    <0.01% of the 13F portfolio, value $464,014.

    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 5,619 shares
    Change vs previous 13F +334 shares

    0.01% of the 13F portfolio, value $552,757.

    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 5,285 shares
    Change vs previous 13F -10,500 shares

    0.01% of the 13F portfolio, value $524,240.

    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 15,785 shares
    Change vs previous 13F -4,125 shares

    0.01% of the 13F portfolio, value $1,318,558.

    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 19,910 shares
    Change vs previous 13F -219 shares

    0.02% of the 13F portfolio, value $2,009,692.

    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 20,129 shares
    Change vs previous 13F +5,118 shares

    0.03% of the 13F portfolio, value $2,213,994.

    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 15,011 shares
    Change vs previous 13F +6,250 shares

    0.02% of the 13F portfolio, value $1,892,927.

    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 8,761 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,198,957.

    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).