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BlueStem Wealth Partners, LLC: SIHY position timeline

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

BlueStem Wealth Partners, LLC held 239,481 SIHY 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 239,481 shares
    Change vs previous 13F -19,187 shares

    1.09% of the 13F portfolio, value $10,910,749.

    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 258,668 shares
    Change vs previous 13F +99,683 shares

    1.29% of the 13F portfolio, value $11,589,894.

    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 158,985 shares
    Change vs previous 13F -202,205 shares

    0.8% of the 13F portfolio, value $7,262,438.

    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 361,190 shares
    Change vs previous 13F +27,649 shares

    1.92% of the 13F portfolio, value $16,748,388.

    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 333,541 shares
    Change vs previous 13F -132,540 shares

    1.89% of the 13F portfolio, value $15,372,924.

    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 466,081 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $20,810,538.

    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).