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BlueStem Wealth Partners, LLC: IDV position timeline

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

BlueStem Wealth Partners, LLC held 44,411 IDV 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 44,411 shares
    Change vs previous 13F +2,448 shares

    0.18% of the 13F portfolio, value $1,839,960.

    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 41,963 shares
    Change vs previous 13F +14,499 shares

    0.2% of the 13F portfolio, value $1,785,942.

    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 27,464 shares
    Change vs previous 13F +4,790 shares

    0.12% of the 13F portfolio, value $1,083,459.

    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 22,674 shares
    Change vs previous 13F +6,499 shares

    0.09% of the 13F portfolio, value $828,723.

    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 16,175 shares
    Change vs previous 13F +8,649 shares

    0.07% of the 13F portfolio, value $558,209.

    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 7,526 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $233,458.

    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).