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BlueSky Wealth Advisors, LLC: SCHR position timeline

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

BlueSky Wealth Advisors, LLC held 169,040 SCHR 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 169,040 shares
    Change vs previous 13F +111,171 shares

    0.48% of the 13F portfolio, value $4,168,526.

    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 57,869 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,441,517.

    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).