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Blueprint Investment Partners LLC: IEI position timeline

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

Blueprint Investment Partners LLC held 346,349 IEI 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 346,349 shares
    Change vs previous 13F -199,387 shares

    1.94% of the 13F portfolio, value $40,678,632.

    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: 203,485 shares
    • Blueprint Financial Advisors LLC: 142,864 shares

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

  2. period ended2026-03-31
    13F 545,736 shares
    Change vs previous 13F -69,409 shares

    3.91% of the 13F portfolio, value $64,724,206.

    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: 349,025 shares
    • Blueprint Financial Advisors LLC: 196,711 shares

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

  3. period ended2025-12-31
    13F 615,145 shares
    Change vs previous 13F +360,103 shares

    4.62% of the 13F portfolio, value $73,417,517.

    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: 430,835 shares
    • Blueprint Financial Advisors LLC: 184,310 shares

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

  4. period ended2025-09-30
    13F 255,042 shares
    Change vs previous 13F +19,503 shares

    2.6% of the 13F portfolio, value $30,480,134.

    13F-HR 0001794467-25-000006 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 174,650 shares
    • Blueprint Financial Advisors LLC: 80,392 shares

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

  5. period ended2025-06-30
    13F 235,539 shares
    Change vs previous 13F +158,136 shares

    3.2% of the 13F portfolio, value $28,050,312.

    13F-HR 0001794467-25-000002 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 155,725 shares
    • Blueprint Financial Advisors LLC: 79,814 shares

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

  6. period ended2025-03-31
    13F 77,403 shares
    Change vs previous 13F +53,098 shares

    1.25% of the 13F portfolio, value $9,144,056.

    13F-HR 0002054129-25-000003 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 61,447 shares
    • Blueprint Financial Advisors LLC: 15,956 shares

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

  7. period ended2024-12-31
    13F 24,305 shares
    Change vs previous 13F -866 shares

    0.45% of the 13F portfolio, value $2,808,443.

    13F-HR 0001794467-25-000001 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 25,171 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,010,578.

    13F-HR 0001794467-24-000004 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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