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BLUESTEM FINANCIAL ADVISORS, LLC: SPYM position timeline

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

BLUESTEM FINANCIAL ADVISORS, LLC held 43,984 SPYM 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 43,984 shares
    Change vs previous 13F -1,589 shares

    1.35% of the 13F portfolio, value $3,865,281.

    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 45,573 shares
    Change vs previous 13F -4,248 shares

    1.35% of the 13F portfolio, value $3,488,178.

    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 49,821 shares
    Change vs previous 13F -724 shares

    1.54% of the 13F portfolio, value $3,996,659.

    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 50,545 shares
    Change vs previous 13F +27 shares

    1.55% of the 13F portfolio, value $3,959,726.

    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 50,518 shares
    Change vs previous 13F +121 shares

    1.57% of the 13F portfolio, value $3,672,185.

    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 50,397 shares
    Change vs previous 13F +17 shares

    1.55% of the 13F portfolio, value $3,314,074.

    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 50,380 shares
    Change vs previous 13F -430 shares

    1.63% of the 13F portfolio, value $3,473,174.

    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 50,810 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $3,430,188.

    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).