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Disclosery

Blue Trust, Inc.: WHF position timeline

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

Blue Trust, Inc. held 95,601 WHF 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 95,601 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $640,523.

    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 95,601 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $707,444.

    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 95,601 shares
    Change vs previous 13F +20,164 shares

    0.01% of the 13F portfolio, value $664,424.

    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 75,437 shares
    Change vs previous 13F +8,000 shares

    0.01% of the 13F portfolio, value $522,021.

    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 67,437 shares
    Change vs previous 13F +655 shares

    0.01% of the 13F portfolio, value $588,046.

    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 66,782 shares
    Change vs previous 13F +12,328 shares

    0.01% of the 13F portfolio, value $644,448.

    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 54,454 shares
    Change vs previous 13F +16,454 shares

    0.01% of the 13F portfolio, value $527,113.

    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 38,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $466,260.

    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).