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BlueStem Wealth Partners, LLC: CGMS position timeline

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

BlueStem Wealth Partners, LLC held 828,507 CGMS 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 828,507 shares
    Change vs previous 13F +134,546 shares

    2.25% of the 13F portfolio, value $22,643,102.

    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 693,961 shares
    Change vs previous 13F +23,805 shares

    2.1% of the 13F portfolio, value $18,896,549.

    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 670,156 shares
    Change vs previous 13F -167,276 shares

    2.04% of the 13F portfolio, value $18,509,707.

    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 837,432 shares
    Change vs previous 13F +89,591 shares

    2.66% of the 13F portfolio, value $23,238,735.

    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 747,841 shares
    Change vs previous 13F +42,691 shares

    2.54% of the 13F portfolio, value $20,655,381.

    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 705,150 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $19,250,586.

    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).