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Disclosery

Blueprint Investment Partners LLC: CGDV position timeline

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

Blueprint Investment Partners LLC held 58,580 CGDV 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 58,580 shares
    Change vs previous 13F +4,125 shares

    0.14% of the 13F portfolio, value $2,886,807.

    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: 30,066 shares
    • Blueprint Financial Advisors LLC: 28,514 shares

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

  2. period ended2026-03-31
    13F 54,455 shares
    Change vs previous 13F +3,376 shares

    0.14% of the 13F portfolio, value $2,316,510.

    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: 27,620 shares
    • Blueprint Financial Advisors LLC: 26,835 shares

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

  3. period ended2025-12-31
    13F 51,079 shares
    Change vs previous 13F +36,323 shares

    0.14% of the 13F portfolio, value $2,229,087.

    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: 26,008 shares
    • Blueprint Financial Advisors LLC: 25,071 shares

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

  4. period ended2025-09-30
    13F 14,756 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $620,195.

    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: 14,756 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 14,756 shares

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