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
- period ended2026-06-3013F 11,212 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,222 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,656 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,821 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,056 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,042 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,861 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).