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Blueprint Investment Partners LLC: SCHB position timeline

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

Blueprint Investment Partners LLC held 360,559 SCHB 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 360,559 shares
    Change vs previous 13F +19,021 shares

    0.5% of the 13F portfolio, value $10,441,786.

    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: 201,288 shares
    • Blueprint Financial Advisors LLC: 159,271 shares

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

  2. period ended2026-03-31
    13F 341,538 shares
    Change vs previous 13F -45,192 shares

    0.52% of the 13F portfolio, value $8,572,611.

    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: 184,252 shares
    • Blueprint Financial Advisors LLC: 157,286 shares

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

  3. period ended2025-12-31
    13F 386,730 shares
    Change vs previous 13F -8,571 shares

    0.64% of the 13F portfolio, value $10,143,921.

    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: 201,760 shares
    • Blueprint Financial Advisors LLC: 184,970 shares

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

  4. period ended2025-09-30
    13F 395,301 shares
    Change vs previous 13F +192,158 shares

    0.87% of the 13F portfolio, value $10,163,177.

    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: 205,051 shares
    • Blueprint Financial Advisors LLC: 190,250 shares

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

  5. period ended2025-06-30
    13F 203,143 shares
    Change vs previous 13F -311,037 shares

    1.55% of the 13F portfolio, value $4,840,886.

    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: 185,274 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 203,143 shares

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

  6. period ended2025-03-31
    13F 514,180 shares
    Change vs previous 13F +134,957 shares

    1.51% of the 13F portfolio, value $11,070,298.

    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: 305,996 shares
    • Blueprint Financial Advisors LLC: 208,184 shares

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

  7. period ended2024-12-31
    13F 379,223 shares
    Change vs previous 13F +271,517 shares

    1.37% of the 13F portfolio, value $8,608,351.

    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 107,706 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $7,164,570.

    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).