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Disclosery

Blue Trust, Inc.: XLY position timeline

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

Blue Trust, Inc. held 2,804 XLY 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 2,804 shares
    Change vs previous 13F -358 shares

    <0.01% of the 13F portfolio, value $328,909.

    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 3,162 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $344,551.

    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 3,153 shares
    Change vs previous 13F +1,685 shares

    <0.01% of the 13F portfolio, value $376,503.

    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 1,468 shares
    Change vs previous 13F +143 shares

    <0.01% of the 13F portfolio, value $351,862.

    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 1,325 shares
    Change vs previous 13F +1,086 shares

    <0.01% of the 13F portfolio, value $287,963.

    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 239 shares
    Change vs previous 13F +222 shares

    <0.01% of the 13F portfolio, value $47,193.

    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 17 shares
    Change vs previous 13F -175 shares

    <0.01% of the 13F portfolio, value $3,814.

    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 192 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,083.

    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).