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BlueStem Wealth Partners, LLC: NULV position timeline

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

BlueStem Wealth Partners, LLC held 11,212 NULV 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 11,212 shares
    Change vs previous 13F -2,010 shares

    0.06% of the 13F portfolio, value $560,484.

    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 13,222 shares
    Change vs previous 13F -6,434 shares

    0.07% of the 13F portfolio, value $601,619.

    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 19,656 shares
    Change vs previous 13F -1,165 shares

    0.1% of the 13F portfolio, value $885,521.

    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 20,821 shares
    Change vs previous 13F -2,235 shares

    0.1% of the 13F portfolio, value $912,539.

    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 23,056 shares
    Change vs previous 13F +4,014 shares

    0.12% of the 13F portfolio, value $966,409.

    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 19,042 shares
    Change vs previous 13F +1,181 shares

    0.11% of the 13F portfolio, value $771,026.

    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 17,861 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $703,203.

    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).