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BlueSky Wealth Advisors, LLC: SCHE position timeline

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

BlueSky Wealth Advisors, LLC held 623,170 SCHE 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 623,170 shares
    Change vs previous 13F -5,582 shares

    2.62% of the 13F portfolio, value $22,596,135.

    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 628,752 shares
    Change vs previous 13F -557,731 shares

    2.67% of the 13F portfolio, value $20,717,362.

    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 1,186,483 shares
    Change vs previous 13F +22,243 shares

    5.12% of the 13F portfolio, value $38,857,329.

    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 1,164,240 shares
    Change vs previous 13F -12,886 shares

    5.24% of the 13F portfolio, value $38,850,676.

    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 1,177,126 shares
    Change vs previous 13F +41,329 shares

    5.15% of the 13F portfolio, value $35,478,584.

    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 1,135,797 shares
    Change vs previous 13F +13,269 shares

    4.85% of the 13F portfolio, value $31,313,930.

    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 1,122,528 shares
    Change vs previous 13F -8,137 shares

    4.67% of the 13F portfolio, value $29,892,923.

    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 1,130,665 shares
    Change vs previous 13F not available

    5.12% of the 13F portfolio, value $32,992,808.

    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).