BlueStem Wealth Partners, LLC: ESGE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BlueStem Wealth Partners, LLC on ESGE, newest first. How the timeline and the estimate are built.
BlueStem Wealth Partners, LLC held 9,977 ESGE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 9,977 sharesChange vs previous 13F +1,793 shares
0.05% of the 13F portfolio, value $545,615.
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 8,184 sharesChange vs previous 13F -1,670 shares
0.04% of the 13F portfolio, value $372,129.
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 9,854 sharesChange vs previous 13F -1,769 shares
0.05% of the 13F portfolio, value $435,254.
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 11,623 sharesChange vs previous 13F -146 shares
0.06% of the 13F portfolio, value $504,657.
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 11,769 sharesChange vs previous 13F +1,575 shares
0.06% of the 13F portfolio, value $460,980.
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).
- period ended2025-03-3113F 10,194 sharesChange vs previous 13F -2,718 shares
0.05% of the 13F portfolio, value $356,289.
13F-HR 0001765380-25-000173 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 ended2024-12-3113F 12,912 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $431,141.
13F-HR 0001765380-25-000048 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).