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BlueSky Wealth Advisors, LLC: VV position timeline

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

BlueSky Wealth Advisors, LLC held 79,239 VV 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 79,239 shares
    Change vs previous 13F -1,558 shares

    3.16% of the 13F portfolio, value $27,251,084.

    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 80,797 shares
    Change vs previous 13F -7,282 shares

    3.11% of the 13F portfolio, value $24,146,183.

    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 88,079 shares
    Change vs previous 13F +230 shares

    3.66% of the 13F portfolio, value $27,727,269.

    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 87,849 shares
    Change vs previous 13F -5,951 shares

    3.65% of the 13F portfolio, value $27,045,193.

    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 93,800 shares
    Change vs previous 13F +14,345 shares

    3.89% of the 13F portfolio, value $26,761,140.

    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 79,455 shares
    Change vs previous 13F -4,084 shares

    3.17% of the 13F portfolio, value $20,422,319.

    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 83,539 shares
    Change vs previous 13F +2,495 shares

    3.52% of the 13F portfolio, value $22,530,468.

    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 81,044 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $21,338,075.

    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).