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Disclosery

Blue Trust, Inc.: VLTO position timeline

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

Blue Trust, Inc. held 734 VLTO 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 734 shares
    Change vs previous 13F -344 shares

    <0.01% of the 13F portfolio, value $65,094.

    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 1,078 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $95,320.

    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 1,103 shares
    Change vs previous 13F -1,107 shares

    <0.01% of the 13F portfolio, value $110,060.

    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 2,210 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $235,586.

    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 2,203 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $222,416.

    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 2,167 shares
    Change vs previous 13F -128 shares

    <0.01% of the 13F portfolio, value $211,175.

    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 2,295 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $233,739.

    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 2,220 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $211,960.

    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).