BlueStem Wealth Partners, LLC: AOA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BlueStem Wealth Partners, LLC on AOA, newest first. How the timeline and the estimate are built.
BlueStem Wealth Partners, LLC held 12,377 AOA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 12,377 sharesChange vs previous 13F -270 shares
0.12% of the 13F portfolio, value $1,208,042.
13F-HR 0001765380-26-000343 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,647 sharesChange vs previous 13F +169 shares
0.12% of the 13F portfolio, value $1,119,143.
13F-HR 0001765380-26-000181 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,478 sharesChange vs previous 13F +255 shares
0.12% of the 13F portfolio, value $1,117,570.
13F-HR 0001765380-26-000066 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,223 sharesChange vs previous 13F -1,376 shares
0.12% of the 13F portfolio, value $1,077,299.
13F-HR 0001765380-25-000476 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,599 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $1,134,183.
13F-HR 0001765380-25-000350 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,599 sharesChange vs previous 13F -309 shares
0.14% of the 13F portfolio, value $1,040,328.
13F-HR 0001765380-25-000173 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,908 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $1,065,505.
13F-HR 0001765380-25-000048 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).