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Disclosery

Blueprint Investment Partners LLC: PHDG position timeline

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

Blueprint Investment Partners LLC held 77,234 PHDG 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 77,234 shares
    Change vs previous 13F +13,630 shares

    0.35% of the 13F portfolio, value $3,161,960.

    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: 77,234 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 77,234 shares

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

  2. period ended2026-03-31
    13F 63,604 shares
    Change vs previous 13F -14,826 shares

    0.36% of the 13F portfolio, value $2,403,360.

    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: 63,604 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 63,604 shares

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

  3. period ended2025-12-31
    13F 78,430 shares
    Change vs previous 13F -91,437 shares

    0.45% of the 13F portfolio, value $2,936,498.

    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: 78,430 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 78,430 shares

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

  4. period ended2025-09-30
    13F 169,867 shares
    Change vs previous 13F +84,633 shares

    0.54% of the 13F portfolio, value $6,326,560.

    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: 84,961 shares
    • Blueprint Financial Advisors LLC: 84,906 shares

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

  5. period ended2025-06-30
    13F 85,234 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,007,908.

    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: 83,641 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 85,234 shares

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