Sunesis Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$166M
Signature - Title
Chad Battison - CCO
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Sunesis Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sunesis Advisors, LLC reported 43 stock holdings with total value $166M as of Q3 2024. Top holdings included VTI, AGG, VXUS, VEA, and BIV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 43 $166M +$2.08M -$13.2M -$11.1M VTI, AGG, VXUS, VEA, BIV 13F-HR 10/29/2024, 12:11 PM
Q2 2024 46 $168M +$2.49M -$7.33M -$4.83M VTI, AGG, VXUS, VEA, BSV 13F-HR 7/16/2024, 04:17 PM
Q1 2024 49 $171M +$11.8M -$14.1M -$2.26M VTI, AGG, VXUS, VEA, SPYV 13F-HR 4/29/2024, 10:49 AM
Q4 2023 70 $164M +$25.4M -$15.9M +$9.47M VTI, AGG, VEA, VXUS, SPYV 13F-HR 1/19/2024, 10:43 AM
Q3 2023 70 $141M +$5.95M -$3.54M +$2.41M VTI, AGG, VEA, VXUS, SPYV 13F-HR 10/20/2023, 02:59 PM
Q1 2023 73 $139M +$16.8M -$42.2M -$25.4M VTI, AGG, VEA, VXUS, SPYV 13F-HR 4/27/2023, 11:46 AM
Q4 2022 41 $156M +$1.11M -$89.5K +$1.02M VTI, SPYV, AGG, SPYG, VEA 13F-HR 2/2/2023, 11:06 AM
Q3 2022 39 $145M +$5.35M -$5.29M +$62.9K VTI, AGG, SPYV, SPYG, VEA 13F-HR 11/2/2022, 10:27 AM
Q2 2022 40 $154M +$6.6M -$2.19M +$4.41M VTI, SPYV, AGG, SPYG, VXUS 13F-HR 7/26/2022, 05:39 PM
Q1 2022 43 $173M +$45M -$947K +$44M VTI, SPYV, AGG, SPYG, VXUS 13F-HR 5/4/2022, 06:19 PM
Q4 2021 32 $136M +$4.01M -$631K +$3.38M VTI, AGG, VXUS, VEA, LQD 13F-HR 2/11/2022, 03:41 PM
Q3 2021 29 $129M +$3.29M -$2.69M +$604K VTI, AGG, VXUS, VEA, LQD 13F-HR 10/27/2021, 11:25 AM
Q2 2021 31 $131M +$63.3M -$1.79M +$61.5M VTI, AGG, VXUS, VEA, LQD 13F-HR 7/28/2021, 02:22 PM
Q1 2021 31 $68.5M +$65K -$54.2M -$54.1M AGG, VXUS, VEA, LQD, DCPH 13F-HR 4/26/2021, 01:12 PM
Q4 2020 32 $124M +$160K -$393K -$233K VTI, AGG, VXUS, LQD, DCPH 13F-HR 1/28/2021, 05:48 PM
Q3 2020 32 $112M +$851K -$1.7M -$851K VTI, AGG, VXUS, LQD, DCPH 13F-HR 11/9/2020, 10:45 AM
Q2 2020 30 $109M +$9.68K -$5.4M -$5.39M VTI, AGG, VXUS, DCPH, LQD 13F-HR 7/22/2020, 09:22 AM
Q1 2020 31 $99.4M +$8.13M -$539K +$7.59M VTI, AGG, VXUS, LQD, BRKA 13F-HR 4/27/2020, 11:16 AM
Q4 2019 29 $110M +$7.35M -$1.44M +$5.91M VTI, AGG, VXUS, DCPH, LQD 13F-HR 1/27/2020, 03:49 PM
Q3 2019 28 $96.4M +$2.42M -$840K +$1.58M VTI, AGG, VXUS, LQD, VEA 13F-HR 10/28/2019, 04:31 PM
Q2 2019 28 $93.3M +$437K -$8.91M -$8.47M VTI, AGG, VXUS, LQD, VEA 13F-HR 8/5/2019, 12:20 PM
Q1 2019 29 $99.2M +$2.28M -$2.29M -$11.8K VTI, AGG, VXUS, LQD, VEA 13F-HR 4/29/2019, 01:26 PM
Q4 2018 27 $91.7M +$5.49M -$3.66M +$1.83M VTI, AGG, VXUS, LQD, VEA 13F-HR 1/25/2019, 03:14 PM
Q3 2018 28 $99.1M +$28.7M -$12.6M +$16M VTI, AGG, VXUS, LQD, DCPH 13F-HR 10/29/2018, 11:10 AM
Q2 2018 18 $81.5M $0 $0 VTI, IBDK, AGG, VXUS, LQD 13F-HR 8/6/2018, 02:39 PM