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BlueStem Wealth Partners, LLC: AVUV position timeline

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

BlueStem Wealth Partners, LLC held 64,427 AVUV 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 64,427 shares
    Change vs previous 13F -922 shares

    0.8% of the 13F portfolio, value $8,037,874.

    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 65,349 shares
    Change vs previous 13F +14,030 shares

    0.8% of the 13F portfolio, value $7,219,060.

    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 51,319 shares
    Change vs previous 13F +550 shares

    0.58% of the 13F portfolio, value $5,233,511.

    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 50,769 shares
    Change vs previous 13F +735 shares

    0.58% of the 13F portfolio, value $5,053,007.

    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 50,034 shares
    Change vs previous 13F +5,545 shares

    0.56% of the 13F portfolio, value $4,558,143.

    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 44,489 shares
    Change vs previous 13F -2,765 shares

    0.53% of the 13F portfolio, value $3,878,143.

    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 47,254 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $4,561,395.

    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).