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BlueSky Wealth Advisors, LLC: DFAT position timeline

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

BlueSky Wealth Advisors, LLC held 304,985 DFAT 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 304,985 shares
    Change vs previous 13F +10,483 shares

    2.47% of the 13F portfolio, value $21,318,475.

    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 294,502 shares
    Change vs previous 13F -1,049 shares

    2.37% of the 13F portfolio, value $18,391,624.

    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 295,551 shares
    Change vs previous 13F +2,095 shares

    2.32% of the 13F portfolio, value $17,597,133.

    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 293,456 shares
    Change vs previous 13F +4,200 shares

    2.3% of the 13F portfolio, value $17,082,096.

    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 289,256 shares
    Change vs previous 13F +6,188 shares

    2.27% of the 13F portfolio, value $15,608,237.

    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 283,068 shares
    Change vs previous 13F +4,609 shares

    2.26% of the 13F portfolio, value $14,575,172.

    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 278,459 shares
    Change vs previous 13F +3,544 shares

    2.42% of the 13F portfolio, value $15,499,055.

    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 274,915 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $15,293,535.

    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).