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Bluespring Wealth Management, LLC: OEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bluespring Wealth Management, LLC on OEF, newest first. How the timeline and the estimate are built.

Bluespring Wealth Management, LLC held 301,503 OEF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 301,503 shares
    Change vs previous 13F +79,809 shares

    2.12% of the 13F portfolio, value $110,310,830.

    13F-HR 0001557485-26-000004 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 221,694 shares
    Change vs previous 13F +10,868 shares

    6.08% of the 13F portfolio, value $70,514,091.

    13F-HR 0001085146-26-000355 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 210,826 shares
    Change vs previous 13F -2,739 shares

    6.23% of the 13F portfolio, value $72,307,118.

    13F-HR 0001085146-26-000135 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 213,565 shares
    Change vs previous 13F +3,931 shares

    6.18% of the 13F portfolio, value $71,083,047.

    13F-HR 0001085146-25-005984 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 209,634 shares
    Change vs previous 13F +14,837 shares

    6.07% of the 13F portfolio, value $63,802,196.

    13F-HR 0001085146-25-004561 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 194,797 shares
    Change vs previous 13F +19,718 shares

    5.38% of the 13F portfolio, value $52,756,962.

    13F-HR 0001085146-25-002598 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 175,079 shares
    Change vs previous 13F +13,723 shares

    5.19% of the 13F portfolio, value $50,571,426.

    13F-HR 0001085146-25-000683 filed by Bluespring Wealth Management, 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 161,356 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $44,656,786.

    13F-HR 0001085146-24-005299 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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