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BlueStem Wealth Partners, LLC: AOR position timeline

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

BlueStem Wealth Partners, LLC held 58,683 AOR 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 58,683 shares
    Change vs previous 13F -2,664 shares

    0.41% of the 13F portfolio, value $4,078,496.

    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 61,347 shares
    Change vs previous 13F -236 shares

    0.44% of the 13F portfolio, value $3,947,669.

    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 61,583 shares
    Change vs previous 13F -7,809 shares

    0.44% of the 13F portfolio, value $4,003,534.

    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 69,392 shares
    Change vs previous 13F +397 shares

    0.51% of the 13F portfolio, value $4,467,436.

    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 68,995 shares
    Change vs previous 13F -4,899 shares

    0.52% of the 13F portfolio, value $4,248,046.

    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 73,894 shares
    Change vs previous 13F -2,971 shares

    0.58% of the 13F portfolio, value $4,254,065.

    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 76,865 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,405,896.

    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).