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BlueStem Wealth Partners, LLC: AOM position timeline

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

BlueStem Wealth Partners, LLC held 25,510 AOM 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 25,510 shares
    Change vs previous 13F -600 shares

    0.13% of the 13F portfolio, value $1,272,697.

    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 26,110 shares
    Change vs previous 13F -17 shares

    0.14% of the 13F portfolio, value $1,236,839.

    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 26,127 shares
    Change vs previous 13F -1,168 shares

    0.14% of the 13F portfolio, value $1,247,044.

    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 27,295 shares
    Change vs previous 13F -1,311 shares

    0.15% of the 13F portfolio, value $1,298,696.

    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 28,606 shares
    Change vs previous 13F -2,930 shares

    0.16% of the 13F portfolio, value $1,317,041.

    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 31,536 shares
    Change vs previous 13F -3,493 shares

    0.19% of the 13F portfolio, value $1,383,817.

    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 35,029 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,521,663.

    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).