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Disclosery

Blueprint Investment Partners LLC: CGBL position timeline

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

Blueprint Investment Partners LLC held 100,797 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,797 shares
    Change vs previous 13F +4,300 shares

    0.43% of the 13F portfolio, value $3,826,254.

    13F-HR 0002054129-26-000004 filed by Blueprint Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 100,797 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 100,797 shares

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

  2. period ended2026-03-31
    13F 96,497 shares
    Change vs previous 13F +13,816 shares

    0.49% of the 13F portfolio, value $3,320,462.

    13F-HR 0002054129-26-000002 filed by Blueprint Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 96,497 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 96,497 shares

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

  3. period ended2025-12-31
    13F 82,681 shares
    Change vs previous 13F +23,332 shares

    0.45% of the 13F portfolio, value $2,921,120.

    13F-HR 0002054129-26-000001 filed by Blueprint Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 82,681 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 82,681 shares

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

  4. period ended2025-09-30
    13F 59,349 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,060,597.

    13F-HR 0002054129-25-000006 filed by Blueprint Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 59,349 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 59,349 shares

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