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BLUESTEM FINANCIAL ADVISORS, LLC: VSGX position timeline

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

BLUESTEM FINANCIAL ADVISORS, LLC held 60,742 VSGX 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 60,742 shares
    Change vs previous 13F +2,076 shares

    1.75% of the 13F portfolio, value $5,001,466.

    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 58,666 shares
    Change vs previous 13F +521 shares

    1.63% of the 13F portfolio, value $4,208,085.

    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 58,145 shares
    Change vs previous 13F +626 shares

    1.61% of the 13F portfolio, value $4,164,350.

    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 57,519 shares
    Change vs previous 13F -1,636 shares

    1.56% of the 13F portfolio, value $3,990,110.

    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 59,155 shares
    Change vs previous 13F -4,079 shares

    1.66% of the 13F portfolio, value $3,874,662.

    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 63,234 shares
    Change vs previous 13F +1,173 shares

    1.74% of the 13F portfolio, value $3,729,554.

    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 62,061 shares
    Change vs previous 13F +1,214 shares

    1.66% of the 13F portfolio, value $3,518,832.

    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 60,847 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $3,742,672.

    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).