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BlueStem Wealth Partners, LLC: JMUB position timeline

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

BlueStem Wealth Partners, LLC held 257,354 JMUB 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 257,354 shares
    Change vs previous 13F -66,429 shares

    1.3% of the 13F portfolio, value $13,036,291.

    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 323,783 shares
    Change vs previous 13F +56,598 shares

    1.8% of the 13F portfolio, value $16,185,888.

    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 267,185 shares
    Change vs previous 13F +4,974 shares

    1.49% of the 13F portfolio, value $13,492,831.

    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 262,211 shares
    Change vs previous 13F -34,383 shares

    1.52% of the 13F portfolio, value $13,233,778.

    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 296,594 shares
    Change vs previous 13F -89,921 shares

    1.81% of the 13F portfolio, value $14,722,922.

    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 386,515 shares
    Change vs previous 13F -1,750 shares

    2.64% of the 13F portfolio, value $19,325,773.

    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 388,265 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $19,471,484.

    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).