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BlueStem Wealth Partners, LLC: QDPL position timeline

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

BlueStem Wealth Partners, LLC held 37,336 QDPL 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 37,336 shares
    Change vs previous 13F +2,191 shares

    0.17% of the 13F portfolio, value $1,682,736.

    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 35,145 shares
    Change vs previous 13F +5,021 shares

    0.16% of the 13F portfolio, value $1,410,695.

    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 30,124 shares
    Change vs previous 13F +5,812 shares

    0.14% of the 13F portfolio, value $1,279,659.

    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 24,312 shares
    Change vs previous 13F +8,628 shares

    0.12% of the 13F portfolio, value $1,018,655.

    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 15,684 shares
    Change vs previous 13F -2,602 shares

    0.08% of the 13F portfolio, value $618,878.

    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 18,286 shares
    Change vs previous 13F +9,404 shares

    0.09% of the 13F portfolio, value $667,795.

    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 8,882 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $340,991.

    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).