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BlueStem Wealth Partners, LLC: IJH position timeline

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

BlueStem Wealth Partners, LLC held 860,493 IJH 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 860,493 shares
    Change vs previous 13F +62,939 shares

    6.61% of the 13F portfolio, value $66,352,591.

    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 797,554 shares
    Change vs previous 13F +277,653 shares

    5.99% of the 13F portfolio, value $53,858,800.

    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 519,901 shares
    Change vs previous 13F +20,255 shares

    3.79% of the 13F portfolio, value $34,313,448.

    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 499,646 shares
    Change vs previous 13F -48,324 shares

    3.73% of the 13F portfolio, value $32,606,890.

    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 547,970 shares
    Change vs previous 13F +133,652 shares

    4.18% of the 13F portfolio, value $33,985,080.

    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 414,318 shares
    Change vs previous 13F -409,455 shares

    3.3% of the 13F portfolio, value $24,175,445.

    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).

  7. period ended2024-12-31
    13F 823,773 shares
    Change vs previous 13F not available

    6.74% of the 13F portfolio, value $51,329,294.

    13F-HR 0001765380-25-000048 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).