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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

  1. period ended2026-06-30
    13F 16,772 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,128 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,400 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,478 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,697 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).