BlueStem Wealth Partners, LLC: XLE position timeline

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

BlueStem Wealth Partners, LLC held 295,001 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 295,001 shares
Change vs previous 13F -16,657 shares
1.56% of the 13F portfolio, value $15,667,528.
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).
period ended2026-03-31
13F 311,658 shares
Change vs previous 13F not available
2.12% of the 13F portfolio, value $19,092,160.
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).