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BLUESTEM FINANCIAL ADVISORS, LLC: SPY position timeline

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

BLUESTEM FINANCIAL ADVISORS, LLC held 791 SPY 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 791 shares
    Change vs previous 13F -282 shares

    0.21% of the 13F portfolio, value $590,695.

    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 1,073 shares
    Change vs previous 13F +287 shares

    0.27% of the 13F portfolio, value $697,941.

    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 786 shares
    Change vs previous 13F -70 shares

    0.21% of the 13F portfolio, value $535,989.

    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 856 shares
    Change vs previous 13F -48 shares

    0.22% of the 13F portfolio, value $570,250.

    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 904 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $558,536.

    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 904 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $505,689.

    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 904 shares
    Change vs previous 13F -43 shares

    0.25% of the 13F portfolio, value $529,816.

    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 947 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $543,351.

    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).