BlueStem Wealth Partners, LLC: IVV position timeline

BlueStem Wealth Partners, LLC held 70,511 IVV 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 70,511 shares

   Change vs previous 13F -1,824 shares

   5.26% of the 13F portfolio, value $52,804,663.

   13F-HR 0001765380-26-000343 filed by BlueStem Wealth Partners, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 72,335 shares

   Change vs previous 13F -2,573 shares

   5.25% of the 13F portfolio, value $47,249,970.

   13F-HR 0001765380-26-000181 filed by BlueStem Wealth Partners, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 74,908 shares

   Change vs previous 13F -161,008 shares

   5.66% of the 13F portfolio, value $51,307,398.

   13F-HR 0001765380-26-000066 filed by BlueStem Wealth Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 235,916 shares

   Change vs previous 13F -3,216 shares

   18.08% of the 13F portfolio, value $157,898,305.

   13F-HR 0001765380-25-000476 filed by BlueStem Wealth Partners, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 239,132 shares

   Change vs previous 13F +14,360 shares

   18.24% of the 13F portfolio, value $148,477,278.

   13F-HR 0001765380-25-000350 filed by BlueStem Wealth Partners, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 224,772 shares

   Change vs previous 13F -21,211 shares

   17.22% of the 13F portfolio, value $126,299,495.

   13F-HR 0001765380-25-000173 filed by BlueStem Wealth Partners, LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 245,983 shares

   Change vs previous 13F not available

   19.01% of the 13F portfolio, value $144,805,544.

   13F-HR 0001765380-25-000048 filed by BlueStem Wealth Partners, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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