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Disclosery

Blueprint Investment Partners LLC: OCIO position timeline

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

Blueprint Investment Partners LLC held 300,815 OCIO 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 300,815 shares
    Change vs previous 13F +15,662 shares

    0.54% of the 13F portfolio, value $11,373,063.

    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: 150,565 shares
    • Blueprint Financial Advisors LLC: 150,250 shares

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

  2. period ended2026-03-31
    13F 285,153 shares
    Change vs previous 13F +15,214 shares

    0.59% of the 13F portfolio, value $9,717,787.

    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: 142,734 shares
    • Blueprint Financial Advisors LLC: 142,419 shares

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

  3. period ended2025-12-31
    13F 269,939 shares
    Change vs previous 13F +31,296 shares

    0.59% of the 13F portfolio, value $9,363,293.

    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: 135,127 shares
    • Blueprint Financial Advisors LLC: 134,812 shares

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

  4. period ended2025-09-30
    13F 238,643 shares
    Share basis changed not comparable

    Membership change: Blueprint Financial Advisors LLC joined the group. 0.75% of the 13F portfolio, value $8,837,285.

    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: 119,479 shares
    • Blueprint Financial Advisors LLC: 119,164 shares

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