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Disclosery

Blueprint Investment Partners LLC: SHM position timeline

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

Blueprint Investment Partners LLC held 34,955 SHM 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 34,955 shares
    Change vs previous 13F -1,250 shares

    0.19% of the 13F portfolio, value $1,676,617.

    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: 34,955 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 34,955 shares

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

  2. period ended2026-03-31
    13F 36,205 shares
    Change vs previous 13F +12,490 shares

    0.26% of the 13F portfolio, value $1,731,685.

    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: 36,205 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 36,205 shares

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

  3. period ended2025-12-31
    13F 23,715 shares
    Change vs previous 13F +3,030 shares

    0.17% of the 13F portfolio, value $1,138,083.

    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: 23,715 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 23,715 shares

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

  4. period ended2025-09-30
    13F 20,685 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $997,431.

    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: 20,685 shares (included in another member's report, not added)
    • Blueprint Financial Advisors LLC: 20,685 shares

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

  5. period ended2025-06-30
    13F 20,685 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $989,364.

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

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