BlueStem Wealth Partners, LLC: OBDC position timeline

BlueStem Wealth Partners, LLC held 37,644 OBDC 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 37,644 shares

   Change vs previous 13F +1,169 shares

   0.04% of the 13F portfolio, value $409,193.

   13F-HR 0001765380-26-000343 filed by BlueStem Wealth Partners, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 36,475 shares

   Change vs previous 13F +1,032 shares

   0.04% of the 13F portfolio, value $403,416.

   13F-HR 0001765380-26-000181 filed by BlueStem Wealth Partners, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 35,443 shares

   Change vs previous 13F +978 shares

   0.05% of the 13F portfolio, value $440,558.

   13F-HR 0001765380-26-000066 filed by BlueStem Wealth Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 34,465 shares

   Change vs previous 13F +837 shares

   0.05% of the 13F portfolio, value $440,115.

   13F-HR 0001765380-25-000476 filed by BlueStem Wealth Partners, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 33,628 shares

   Change vs previous 13F +887 shares

   0.06% of the 13F portfolio, value $482,228.

   13F-HR 0001765380-25-000350 filed by BlueStem Wealth Partners, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 32,741 shares

   Change vs previous 13F +784 shares

   0.07% of the 13F portfolio, value $479,988.

   13F-HR 0001765380-25-000173 filed by BlueStem Wealth Partners, LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 31,957 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $483,189.

   13F-HR 0001765380-25-000048 filed by BlueStem Wealth Partners, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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