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Disclosery

Blueprint Investment Partners LLC: CGMM position timeline

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

Blueprint Investment Partners LLC held 48,230 CGMM 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 48,230 shares
    Change vs previous 13F +6,101 shares

    0.18% of the 13F portfolio, value $1,590,143.

    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: 48,230 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 48,230 shares

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

  2. period ended2026-03-31
    13F 42,129 shares
    Change vs previous 13F +2,262 shares

    0.18% of the 13F portfolio, value $1,236,907.

    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: 42,129 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 42,129 shares

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

  3. period ended2025-12-31
    13F 39,867 shares
    Change vs previous 13F +16,457 shares

    0.18% of the 13F portfolio, value $1,149,764.

    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: 39,867 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 39,867 shares

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

  4. period ended2025-09-30
    13F 23,410 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $664,610.

    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: 23,410 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 23,410 shares

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