BlueStem Wealth Partners, LLC: JPLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BlueStem Wealth Partners, LLC on JPLD, newest first. How the timeline and the estimate are built.
BlueStem Wealth Partners, LLC held 15,059 JPLD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 15,059 sharesChange vs previous 13F +3,250 shares
0.08% of the 13F portfolio, value $785,948.
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 11,809 sharesChange vs previous 13F +1,796 shares
0.07% of the 13F portfolio, value $616,300.
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 10,013 sharesChange vs previous 13F +4,478 shares
0.06% of the 13F portfolio, value $524,062.
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 5,535 sharesChange vs previous 13F -367 shares
0.03% of the 13F portfolio, value $290,434.
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 5,902 sharesChange vs previous 13F -1,080 shares
0.04% of the 13F portfolio, value $308,269.
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 6,982 sharesChange vs previous 13F -155,228 shares
0.05% of the 13F portfolio, value $363,072.
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 162,210 sharesChange vs previous 13F not available
1.1% of the 13F portfolio, value $8,357,084.
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).