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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

  1. period ended2026-06-30
    13F 15,059 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 11,809 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 10,013 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 5,535 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 5,902 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 6,982 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 162,210 shares
    Change 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), ingested

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