Skip to content

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

  1. period ended2026-06-30
    13F 12,377 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 12,647 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 12,478 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 12,223 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 13,599 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 13,599 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 13,908 shares
    Change 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), ingested

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