BlueStem Wealth Partners, LLC: RECS position timeline

BlueStem Wealth Partners, LLC held 765,762 RECS 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 765,762 shares

   Change vs previous 13F -96,522 shares

   3.3% of the 13F portfolio, value $33,142,192.

   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 862,284 shares

   Change vs previous 13F -484,681 shares

   3.74% of the 13F portfolio, value $33,611,820.

   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 1,346,965 shares

   Change vs previous 13F +631,523 shares

   6.07% of the 13F portfolio, value $55,010,044.

   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 715,442 shares

   Change vs previous 13F -347,497 shares

   3.3% of the 13F portfolio, value $28,868,079.

   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 1,062,939 shares

   Change vs previous 13F -516,918 shares

   4.8% of the 13F portfolio, value $39,105,521.

   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 1,579,857 shares

   Change vs previous 13F +382,928 shares

   7.15% of the 13F portfolio, value $52,467,054.

   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 1,196,929 shares

   Change vs previous 13F not available

   5.44% of the 13F portfolio, value $41,437,677.

   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).