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Blueprint Investment Partners LLC: ITOT position timeline

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

Blueprint Investment Partners LLC held 95,076 ITOT 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 95,076 shares
    Change vs previous 13F +12,417 shares

    0.74% of the 13F portfolio, value $15,618,275.

    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: 47,803 shares
    • Blueprint Financial Advisors LLC: 47,273 shares

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

  2. period ended2026-03-31
    13F 82,659 shares
    Change vs previous 13F +46,373 shares

    0.71% of the 13F portfolio, value $11,772,994.

    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: 41,397 shares
    • Blueprint Financial Advisors LLC: 41,262 shares

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

  3. period ended2025-12-31
    13F 36,286 shares
    Change vs previous 13F +3,670 shares

    0.82% of the 13F portfolio, value $5,395,392.

    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: 35,527 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 36,286 shares

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

  4. period ended2025-09-30
    13F 32,616 shares
    Change vs previous 13F +12,624 shares

    1.03% of the 13F portfolio, value $4,750,520.

    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: 31,858 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 32,616 shares

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

  5. period ended2025-06-30
    13F 19,992 shares
    Change vs previous 13F +19,992 shares

    0.87% of the 13F portfolio, value $2,699,720.

    13F-HR 0002054129-25-000004 filed by Blueprint Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 19,224 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 19,992 shares

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

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -10,678 shares

    13F-HR 0002054129-25-000003 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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 10,678 shares
    Change vs previous 13F -2,008 shares

    0.22% of the 13F portfolio, value $1,373,404.

    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 12,686 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,593,615.

    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).