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BlueSky Wealth Advisors, LLC: DFAX position timeline

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

BlueSky Wealth Advisors, LLC held 480,554 DFAX 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 480,554 shares
    Change vs previous 13F -4,189 shares

    2.05% of the 13F portfolio, value $17,703,612.

    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 484,743 shares
    Change vs previous 13F -832,663 shares

    2.12% of the 13F portfolio, value $16,466,720.

    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 1,317,406 shares
    Change vs previous 13F +7,608 shares

    5.69% of the 13F portfolio, value $43,118,684.

    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 1,309,798 shares
    Change vs previous 13F -18,901 shares

    5.54% of the 13F portfolio, value $41,101,454.

    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 1,328,699 shares
    Change vs previous 13F +15,828 shares

    5.67% of the 13F portfolio, value $39,023,895.

    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 1,312,871 shares
    Change vs previous 13F +58,272 shares

    5.33% of the 13F portfolio, value $34,397,218.

    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 1,254,599 shares
    Change vs previous 13F +23,403 shares

    4.88% of the 13F portfolio, value $31,189,341.

    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 1,231,196 shares
    Change vs previous 13F not available

    5.17% of the 13F portfolio, value $33,254,592.

    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).