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Klaas Financial Asset Advisors, LLC: IBDS position timeline

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

Klaas Financial Asset Advisors, LLC held 78,274 IBDS 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 78,274 shares
    Change vs previous 13F +1,298 shares

    0.24% of the 13F portfolio, value $1,895,796.

    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 76,976 shares
    Change vs previous 13F +1,937 shares

    0.26% of the 13F portfolio, value $1,865,898.

    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 75,039 shares
    Change vs previous 13F +63,660 shares

    0.26% of the 13F portfolio, value $1,821,947.

    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 11,379 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $276,965.

    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 11,379 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $276,168.

    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 11,379 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $275,144.

    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 11,379 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $272,641.

    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).