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Klaas Financial Asset Advisors, LLC: IBDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Klaas Financial Asset Advisors, LLC on IBDR, newest first. How the timeline and the estimate are built.

Klaas Financial Asset Advisors, LLC held 85,697 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,697 shares
    Change vs previous 13F +1,104 shares

    0.26% of the 13F portfolio, value $2,076,447.

    13F-HR 0001819279-26-000005 filed by Klaas Financial Asset 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 84,593 shares
    Change vs previous 13F +2,190 shares

    0.28% of the 13F portfolio, value $2,050,543.

    13F-HR 0001819279-26-000004 filed by Klaas Financial Asset 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 82,403 shares
    Change vs previous 13F +8,047 shares

    0.29% of the 13F portfolio, value $1,996,633.

    13F-HR 0001819279-26-000001 filed by Klaas Financial Asset 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 74,356 shares
    Change vs previous 13F -6,099 shares

    0.27% of the 13F portfolio, value $1,806,859.

    13F-HR 0001819279-25-000006 filed by Klaas Financial Asset 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 80,455 shares
    Change vs previous 13F -5,191 shares

    0.31% of the 13F portfolio, value $1,951,042.

    13F-HR 0002051355-25-000005 filed by Klaas Financial Asset 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 85,646 shares
    Change vs previous 13F +37,036 shares

    0.36% of the 13F portfolio, value $2,073,490.

    13F-HR 0001819279-25-000003 filed by Klaas Financial Asset 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 48,610 shares
    Change vs previous 13F +35,813 shares

    0.21% of the 13F portfolio, value $1,170,043.

    13F-HR 0001819279-25-000001 filed by Klaas Financial Asset 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 12,797 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $310,967.

    13F-HR 0001819279-24-000006 filed by Klaas Financial Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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