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Disclosery

Blueprint Investment Partners LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blueprint Investment Partners LLC on AGG, newest first. How the timeline and the estimate are built.

Blueprint Investment Partners LLC held 37,716 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,716 shares
    Change vs previous 13F -28,418 shares

    0.18% of the 13F portfolio, value $3,733,148.

    13F-HR 0001794467-26-000009 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 19,270 shares
    • Blueprint Financial Advisors LLC: 18,446 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 66,134 shares
    Change vs previous 13F -44,836 shares

    0.4% of the 13F portfolio, value $6,565,167.

    13F-HR 0001794467-26-000008 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 33,335 shares
    • Blueprint Financial Advisors LLC: 32,799 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 110,970 shares
    Change vs previous 13F -6,774 shares

    0.7% of the 13F portfolio, value $11,083,650.

    13F-HR 0001794467-26-000007 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 56,226 shares
    • Blueprint Financial Advisors LLC: 54,744 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 117,744 shares
    Change vs previous 13F +68,631 shares

    1.01% of the 13F portfolio, value $11,803,792.

    13F-HR 0001794467-25-000006 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 58,948 shares
    • Blueprint Financial Advisors LLC: 58,796 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 49,113 shares
    Change vs previous 13F +49,113 shares

    1.56% of the 13F portfolio, value $4,871,972.

    13F-HR 0002054129-25-000004 filed by Blueprint Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 40,885 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 49,113 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -7,412 shares

    13F-HR 0002054129-25-000003 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 7,412 shares
    Change vs previous 13F -1,102 shares

    0.11% of the 13F portfolio, value $718,223.

    13F-HR 0001794467-25-000001 filed by Blueprint Investment Partners LLC
    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 8,514 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $862,213.

    13F-HR 0001794467-24-000004 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).