BlueStem Wealth Partners, LLC: DEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BlueStem Wealth Partners, LLC on DEM, newest first. How the timeline and the estimate are built.
BlueStem Wealth Partners, LLC held 16,772 DEM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 16,772 sharesChange vs previous 13F +644 shares
0.09% of the 13F portfolio, value $902,151.
13F-HR 0001765380-26-000343 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,128 sharesChange vs previous 13F +728 shares
0.09% of the 13F portfolio, value $801,379.
13F-HR 0001765380-26-000181 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,400 sharesChange vs previous 13F +2,922 shares
0.08% of the 13F portfolio, value $719,315.
13F-HR 0001765380-26-000066 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,478 sharesChange vs previous 13F +3,781 shares
0.07% of the 13F portfolio, value $573,847.
13F-HR 0001765380-25-000476 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,697 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $393,891.
13F-HR 0001765380-25-000350 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).