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BlueSky Wealth Advisors, LLC: SPY position timeline

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

BlueSky Wealth Advisors, LLC held 9,588 SPY 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 9,588 shares
    Change vs previous 13F +2,642 shares

    0.83% of the 13F portfolio, value $7,160,176.

    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 6,946 shares
    Change vs previous 13F -510 shares

    0.58% of the 13F portfolio, value $4,517,318.

    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 7,456 shares
    Change vs previous 13F -20 shares

    0.67% of the 13F portfolio, value $5,084,677.

    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 7,476 shares
    Change vs previous 13F -10 shares

    0.67% of the 13F portfolio, value $4,980,078.

    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 7,486 shares
    Change vs previous 13F -820 shares

    0.67% of the 13F portfolio, value $4,625,042.

    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 8,306 shares
    Change vs previous 13F -60 shares

    0.72% of the 13F portfolio, value $4,646,030.

    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 8,366 shares
    Change vs previous 13F -88 shares

    0.77% of the 13F portfolio, value $4,903,340.

    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 8,454 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $4,850,630.

    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).