Skip to content

BlueStem Wealth Partners, LLC: VTV position timeline

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

BlueStem Wealth Partners, LLC held 65,820 VTV 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 65,820 shares
    Change vs previous 13F +10,804 shares

    1.43% of the 13F portfolio, value $14,344,207.

    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 55,016 shares
    Change vs previous 13F -44,961 shares

    1.2% of the 13F portfolio, value $10,794,165.

    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 99,977 shares
    Change vs previous 13F +2,490 shares

    2.11% of the 13F portfolio, value $19,094,660.

    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 97,487 shares
    Change vs previous 13F -2,212 shares

    2.08% of the 13F portfolio, value $18,180,358.

    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 99,699 shares
    Change vs previous 13F +19,219 shares

    2.16% of the 13F portfolio, value $17,620,743.

    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 80,480 shares
    Change vs previous 13F +20,016 shares

    1.9% of the 13F portfolio, value $13,902,167.

    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 60,464 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $10,236,535.

    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).