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BlueStem Wealth Partners, LLC: YLD position timeline

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

BlueStem Wealth Partners, LLC held 330,214 YLD 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 330,214 shares
    Change vs previous 13F +32,360 shares

    0.63% of the 13F portfolio, value $6,300,481.

    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 297,854 shares
    Change vs previous 13F +17,661 shares

    0.63% of the 13F portfolio, value $5,647,303.

    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 280,193 shares
    Change vs previous 13F +12,428 shares

    0.59% of the 13F portfolio, value $5,325,073.

    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 267,765 shares
    Change vs previous 13F +38,228 shares

    0.6% of the 13F portfolio, value $5,207,817.

    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 229,537 shares
    Change vs previous 13F +20,161 shares

    0.55% of the 13F portfolio, value $4,446,139.

    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 209,376 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,988,615.

    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).