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Disclosery

Blueprint Investment Partners LLC: CGMS position timeline

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

Blueprint Investment Partners LLC held 41,673 CGMS 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 41,673 shares
    Change vs previous 13F -40,524 shares

    0.13% of the 13F portfolio, value $1,138,923.

    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: 41,673 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 41,673 shares

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

  2. period ended2026-03-31
    13F 82,197 shares
    Change vs previous 13F +48,713 shares

    0.14% of the 13F portfolio, value $2,238,212.

    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: 41,208 shares
    • Blueprint Financial Advisors LLC: 40,989 shares

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

  3. period ended2025-12-31
    13F 33,484 shares
    Change vs previous 13F +8,003 shares

    0.14% of the 13F portfolio, value $924,828.

    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: 33,484 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 33,484 shares

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

  4. period ended2025-09-30
    13F 25,481 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $707,098.

    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: 25,481 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 25,481 shares

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