Skip to content
Disclosery

BlueSky Wealth Advisors, LLC: AGG position timeline

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

BlueSky Wealth Advisors, LLC held 28,532 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,532 shares
    Change vs previous 13F -1,013 shares

    0.33% of the 13F portfolio, value $2,824,127.

    13F-HR 0001172661-26-002850 filed by BlueSky Wealth Advisors, 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 29,545 shares
    Change vs previous 13F -42,955 shares

    0.38% of the 13F portfolio, value $2,932,919.

    13F-HR 0001172661-26-001500 filed by BlueSky Wealth Advisors, 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 72,500 shares
    Change vs previous 13F -1,024 shares

    0.95% of the 13F portfolio, value $7,241,307.

    13F-HR 0001172661-26-000304 filed by BlueSky Wealth Advisors, 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 73,524 shares
    Change vs previous 13F -1,041 shares

    0.99% of the 13F portfolio, value $7,370,757.

    13F-HR 0001172661-25-004279 filed by BlueSky Wealth Advisors, 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 74,565 shares
    Change vs previous 13F -7,491 shares

    1.07% of the 13F portfolio, value $7,396,885.

    13F-HR 0001172661-25-002576 filed by BlueSky Wealth Advisors, 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 82,056 shares
    Change vs previous 13F -5,049 shares

    1.26% of the 13F portfolio, value $8,116,995.

    13F-HR 0001172661-25-001516 filed by BlueSky Wealth Advisors, 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 87,105 shares
    Change vs previous 13F -14,639 shares

    1.32% of the 13F portfolio, value $8,440,460.

    13F-HR 0001172661-25-000207 filed by BlueSky Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 101,744 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $10,303,593.

    13F-HR 0001172661-24-004238 filed by BlueSky Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).