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BlueStem Wealth Partners, LLC: PULS position timeline

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

BlueStem Wealth Partners, LLC held 180,686 PULS 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 180,686 shares
    Change vs previous 13F +33,467 shares

    0.89% of the 13F portfolio, value $8,952,999.

    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 147,219 shares
    Change vs previous 13F +14,078 shares

    0.81% of the 13F portfolio, value $7,287,334.

    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 133,141 shares
    Change vs previous 13F +27,363 shares

    0.73% of the 13F portfolio, value $6,602,444.

    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 105,778 shares
    Change vs previous 13F +17,289 shares

    0.6% of the 13F portfolio, value $5,270,937.

    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 88,489 shares
    Change vs previous 13F +13,394 shares

    0.54% of the 13F portfolio, value $4,403,207.

    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 75,095 shares
    Change vs previous 13F +13,735 shares

    0.51% of the 13F portfolio, value $3,734,461.

    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 61,360 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,040,391.

    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).