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BlueSky Wealth Advisors, LLC: FNDF position timeline

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

BlueSky Wealth Advisors, LLC held 256,826 FNDF 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 256,826 shares
    Change vs previous 13F -24,590 shares

    1.57% of the 13F portfolio, value $13,550,140.

    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 281,416 shares
    Change vs previous 13F -44,508 shares

    1.77% of the 13F portfolio, value $13,769,685.

    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 325,924 shares
    Change vs previous 13F -4,057 shares

    1.94% of the 13F portfolio, value $14,735,024.

    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 329,981 shares
    Change vs previous 13F -9,213 shares

    1.91% of the 13F portfolio, value $14,175,984.

    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 339,194 shares
    Change vs previous 13F -9,317 shares

    1.97% of the 13F portfolio, value $13,574,544.

    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 348,511 shares
    Change vs previous 13F +2,742 shares

    1.95% of the 13F portfolio, value $12,595,188.

    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 345,769 shares
    Change vs previous 13F +35,752 shares

    1.8% of the 13F portfolio, value $11,482,988.

    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 310,017 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $11,585,335.

    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).