Blueprint Investment Partners LLC OPER — ClearShares Ultra-Short Maturity

Ownership history in Blueprint Investment Partners LLC  ·  21 quarters on record

AI Ownership Summary

Blueprint Investment Partners LLC reported ClearShares Ultra-Short Maturity (OPER) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.01% in 2026 Q1. The latest visible filing shows OPER at 3.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OPER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blueprint Investment Partners LLC's position in ClearShares Ultra-Short Maturity, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OPER was reported at 3.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OPER stock page Blueprint Investment Partners LLC fund profile Blueprint Investment Partners LLC full holdings
How Blueprint Investment Partners LLC held OPER — position size vs. price
% of Fund (quarterly)    OPER price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 294,979 +280,476 +1933.9% 3.01% $29.5M 2026-05-15 $99.88
2025 Q4 REDUCED 10.2% +0.9% ❌ 14,503 -1,652 -10.2% 0.16% $1.5M 2026-02-17 $99.00
2025 Q3 REDUCED 60.8% +1.0% ❌ 16,155 -25,065 -60.8% 0.23% $1.6M 2025-11-12 $97.99
2025 Q1 REDUCED 71.2% +1.0% ❌ 41,220 -101,703 -71.2% 0.75% $4.1M 2025-05-12 $95.91
2024 Q4 ADDED — — — 142,923 +134,873 +1675.4% 2.27% $14.3M 2025-02-11 $94.89
2024 Q3 REDUCED 93.8% +1.2% ❌ 8,050 -122,677 -93.8% 0.15% $806K 2024-11-13 $93.82
2024 Q2 ADDED — — — 130,727 +25,935 +24.7% 2.83% $13.1M 2024-08-14 $92.66
2024 Q1 ADDED — — — 104,792 +82,562 +371.4% 2.07% $10.5M 2024-05-13 $91.42
2023 Q4 REDUCED 91.5% +1.2% ❌ 22,230 -240,550 -91.5% 0.61% $2.2M 2024-02-13 $90.22
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OPER

As of 2026 Q1 — sorted by position size

Spartan Planning & Wealth Management 3Y 4.21% Blueprint Financial Advisors LLC 2.24% U.S. Capital Wealth Advisors, LLC 3Y 0.74% Teramo Advisors, LLC 3Y 0.42% SIGNET FINANCIAL MANAGEMENT, LLC 3Y 7Y 0.4% SILVER OAK SECURITIES, INCORPORATED 3Y 0.26% Platform Technology Partners 3Y 0.2% Insight Wealth Partners, LLC 3Y 0.14% Apollon Wealth Management, LLC 3Y 7Y 0.13% Prosperity Financial Group, Inc. 0.11%

FAQ About Blueprint Investment Partners LLC and OPER

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blueprint Investment Partners LLC reported owning OPER?

Blueprint Investment Partners LLC reported OPER across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported OPER position in Blueprint Investment Partners LLC's portfolio?

The largest reported portfolio weight for OPER was 3.01% in 2026 Q1.

What is the latest reported OPER position on this page?

The most recent filing on this page is 2026 Q1, when Blueprint Investment Partners LLC reported 294,979 shares, equal to 3.01% of portfolio, with an estimated market value of $29.5M.

What does the chart on this OPER ownership page compare?

The chart compares Blueprint Investment Partners LLC's quarterly OPER portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Blueprint Investment Partners LLC time their OPER position?

Based on 13F filing dates vs. subsequent OPER price moves, Blueprint Investment Partners LLC correctly timed 11 out of 20 reported position changes (55%). The annualised alpha on OPER relative to SPY over the holding period was -9.7%.

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