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Blue Trust, Inc.: ZION position timeline

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

Blue Trust, Inc. held 6,463 ZION 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 6,463 shares
    Change vs previous 13F -136 shares

    <0.01% of the 13F portfolio, value $447,184.

    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 6,599 shares
    Change vs previous 13F +291 shares

    <0.01% of the 13F portfolio, value $380,267.

    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 6,308 shares
    Change vs previous 13F +741 shares

    <0.01% of the 13F portfolio, value $369,285.

    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 5,567 shares
    Change vs previous 13F -756 shares

    <0.01% of the 13F portfolio, value $315,002.

    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 6,323 shares
    Change vs previous 13F +1,374 shares

    <0.01% of the 13F portfolio, value $328,436.

    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 4,949 shares
    Change vs previous 13F +1,331 shares

    <0.01% of the 13F portfolio, value $246,777.

    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 3,618 shares
    Change vs previous 13F -5,344 shares

    <0.01% of the 13F portfolio, value $196,297.

    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 8,962 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $388,698.

    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).