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Disclosery

Blueprint Investment Partners LLC: CGUS position timeline

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

Blueprint Investment Partners LLC held 75,396 CGUS 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 75,396 shares
    Change vs previous 13F +11,131 shares

    0.37% of the 13F portfolio, value $3,353,614.

    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: 75,396 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 75,396 shares

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

  2. period ended2026-03-31
    13F 64,265 shares
    Change vs previous 13F -58,611 shares

    0.37% of the 13F portfolio, value $2,469,061.

    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: 64,265 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 64,265 shares

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

  3. period ended2025-12-31
    13F 122,876 shares
    Change vs previous 13F +82,451 shares

    0.31% of the 13F portfolio, value $4,943,301.

    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: 62,213 shares
    • Blueprint Financial Advisors LLC: 60,663 shares

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

  4. period ended2025-09-30
    13F 40,425 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,598,405.

    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: 40,425 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 40,425 shares

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