Blueprint Investment Partners LLC: SHV position timeline

Blueprint Investment Partners LLC held 187,929 SHV 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 187,929 shares

   Change vs previous 13F -167,227 shares

   0.99% of the 13F portfolio, value $20,737,897.

   13F-HR 0001794467-26-000009 filed by Blueprint Investment Partners LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • Blueprint Investment Partners LLC: 126,917 shares
   • Blueprint Financial Advisors LLC: 61,012 shares

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

2. period ended2026-03-31

   13F 355,156 shares

   Change vs previous 13F +355,156 shares

   2.37% of the 13F portfolio, value $39,205,660.

   13F-HR 0001794467-26-000008 filed by Blueprint Investment Partners LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • Blueprint Investment Partners LLC: 241,691 shares
   • Blueprint Financial Advisors LLC: 113,465 shares

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

3. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -146,927 shares

   13F-HR 0001794467-25-000002 filed by Blueprint Investment Partners LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • Blueprint Investment Partners LLC: 0 shares
   • Blueprint Financial Advisors LLC: 0 shares

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

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

4. period ended2025-03-31

   13F 146,927 shares

   Change vs previous 13F -33,093 shares

   2.22% of the 13F portfolio, value $16,229,556.

   13F-HR 0002054129-25-000003 filed by Blueprint Investment Partners LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • Blueprint Investment Partners LLC: 82,972 shares
   • Blueprint Financial Advisors LLC: 63,955 shares

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

5. period ended2024-12-31

   13F 180,020 shares

   Change vs previous 13F +81,977 shares

   3.15% of the 13F portfolio, value $19,822,002.

   13F-HR 0001794467-25-000001 filed by Blueprint Investment Partners LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

6. period ended2024-09-30

   13F 98,043 shares

   Change vs previous 13F not available

   1.97% of the 13F portfolio, value $10,846,497.

   13F-HR 0001794467-24-000004 filed by Blueprint Investment Partners LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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