Skip to content
Disclosery

BLUESTEM FINANCIAL ADVISORS, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BLUESTEM FINANCIAL ADVISORS, LLC on AGG, newest first. How the timeline and the estimate are built.

BLUESTEM FINANCIAL ADVISORS, LLC held 42,691 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,691 shares
    Change vs previous 13F -941 shares

    1.48% of the 13F portfolio, value $4,225,594.

    13F-HR 0001820680-26-000003 filed by BLUESTEM FINANCIAL 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 43,632 shares
    Change vs previous 13F -188 shares

    1.67% of the 13F portfolio, value $4,331,383.

    13F-HR 0001820680-26-000002 filed by BLUESTEM FINANCIAL 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 43,820 shares
    Change vs previous 13F -1,128 shares

    1.69% of the 13F portfolio, value $4,376,714.

    13F-HR 0001214659-26-000685 filed by BLUESTEM FINANCIAL 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 44,948 shares
    Change vs previous 13F -6,516 shares

    1.76% of the 13F portfolio, value $4,505,997.

    13F-HR 0001214659-25-014749 filed by BLUESTEM FINANCIAL 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 51,464 shares
    Change vs previous 13F -1,108 shares

    2.19% of the 13F portfolio, value $5,105,266.

    13F-HR 0001214659-25-010809 filed by BLUESTEM FINANCIAL 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 52,572 shares
    Change vs previous 13F +12,620 shares

    2.43% of the 13F portfolio, value $5,200,451.

    13F-HR 0001214659-25-006919 filed by BLUESTEM FINANCIAL 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 39,952 shares
    Change vs previous 13F +853 shares

    1.82% of the 13F portfolio, value $3,871,334.

    13F-HR 0001214659-25-001571 filed by BLUESTEM FINANCIAL 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 39,099 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $3,959,541.

    13F-HR 0001214659-24-019076 filed by BLUESTEM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).