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Blue Trust, Inc.: XP position timeline

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

Blue Trust, Inc. held 2,452 XP 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 2,452 shares
    Change vs previous 13F -1,212 shares

    <0.01% of the 13F portfolio, value $39,870.

    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 3,664 shares
    Change vs previous 13F -299 shares

    <0.01% of the 13F portfolio, value $69,763.

    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 3,963 shares
    Change vs previous 13F -87 shares

    <0.01% of the 13F portfolio, value $64,874.

    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 4,050 shares
    Change vs previous 13F -210 shares

    <0.01% of the 13F portfolio, value $76,100.

    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 4,260 shares
    Change vs previous 13F -276 shares

    <0.01% of the 13F portfolio, value $86,052.

    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 4,536 shares
    Change vs previous 13F +4,463 shares

    <0.01% of the 13F portfolio, value $62,370.

    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 73 shares
    Change vs previous 13F -682 shares

    <0.01% of the 13F portfolio, value $865.

    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 755 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,280.

    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).