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Klaas Financial Asset Advisors, LLC: NEAR position timeline

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

Klaas Financial Asset Advisors, LLC held 5,539 NEAR 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 5,539 shares
    Change vs previous 13F -10,240 shares

    0.03% of the 13F portfolio, value $280,606.

    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 15,779 shares
    Change vs previous 13F -177,494 shares

    0.11% of the 13F portfolio, value $802,125.

    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 193,273 shares
    Change vs previous 13F +5,577 shares

    1.43% of the 13F portfolio, value $9,876,268.

    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 187,696 shares
    Change vs previous 13F +3,758 shares

    1.44% of the 13F portfolio, value $9,625,068.

    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 183,938 shares
    Change vs previous 13F +4,081 shares

    1.49% of the 13F portfolio, value $9,399,249.

    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 179,857 shares
    Change vs previous 13F +2,582 shares

    1.58% of the 13F portfolio, value $9,149,310.

    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 177,275 shares
    Change vs previous 13F +4,386 shares

    1.58% of the 13F portfolio, value $8,952,372.

    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 172,889 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $8,858,817.

    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).