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BlueStem Wealth Partners, LLC: AOK position timeline

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

BlueStem Wealth Partners, LLC held 29,199 AOK 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 29,199 shares
    Change vs previous 13F -1,228 shares

    0.12% of the 13F portfolio, value $1,211,179.

    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 30,427 shares
    Change vs previous 13F -955 shares

    0.13% of the 13F portfolio, value $1,213,738.

    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 31,382 shares
    Change vs previous 13F -2,481 shares

    0.14% of the 13F portfolio, value $1,259,361.

    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 33,863 shares
    Change vs previous 13F -2,530 shares

    0.16% of the 13F portfolio, value $1,359,955.

    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 36,393 shares
    Change vs previous 13F -1,076 shares

    0.17% of the 13F portfolio, value $1,421,869.

    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 37,469 shares
    Change vs previous 13F -1,034 shares

    0.19% of the 13F portfolio, value $1,409,942.

    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 38,503 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,436,169.

    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).