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BLUESTEM FINANCIAL ADVISORS, LLC: SCHA position timeline

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

BLUESTEM FINANCIAL ADVISORS, LLC held 75,957 SCHA 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 75,957 shares
    Change vs previous 13F -1,848 shares

    0.96% of the 13F portfolio, value $2,744,336.

    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 77,805 shares
    Change vs previous 13F +5 shares

    0.87% of the 13F portfolio, value $2,262,565.

    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 77,800 shares
    Change vs previous 13F -2,947 shares

    0.86% of the 13F portfolio, value $2,215,757.

    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 80,747 shares
    Change vs previous 13F -327 shares

    0.88% of the 13F portfolio, value $2,252,840.

    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 81,074 shares
    Change vs previous 13F +62,207 shares

    0.88% of the 13F portfolio, value $2,051,170.

    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 18,867 shares
    Change vs previous 13F -675 shares

    0.21% of the 13F portfolio, value $442,061.

    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 19,542 shares
    Change vs previous 13F +9,772 shares

    0.24% of the 13F portfolio, value $505,367.

    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 9,770 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $503,158.

    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).