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BlueStem Wealth Partners, LLC: QQQ position timeline

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

BlueStem Wealth Partners, LLC held 25,923 QQQ 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 25,923 shares
    Change vs previous 13F +25,078 shares

    1.9% of the 13F portfolio, value $19,089,609.

    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 845 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $487,507.

    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 844 shares
    Change vs previous 13F -47 shares

    0.06% of the 13F portfolio, value $518,312.

    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 891 shares
    Change vs previous 13F -75 shares

    0.06% of the 13F portfolio, value $534,869.

    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 966 shares
    Change vs previous 13F +59 shares

    0.07% of the 13F portfolio, value $532,919.

    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 907 shares
    Change vs previous 13F -15 shares

    0.06% of the 13F portfolio, value $425,203.

    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 922 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $471,237.

    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).