BLUESTEM FINANCIAL ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$214M
Signature - Title
Josh L. Cutler - Chief Compliance Officer
Location
Champaign, IL
Summary
This page shows a list of all the recent 13F filings made by BLUESTEM FINANCIAL ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BLUESTEM FINANCIAL ADVISORS, LLC reported 27 stock holdings with total value $214M as of Q3 2024. Top holdings included IVV, BND, VB, VEU, and VNQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 27 $214M +$13.1M -$9.45M +$3.69M IVV, BND, VB, VEU, VNQ 13F-HR 11/14/2024, 02:56 PM
Q2 2024 27 $198M +$16.7M -$12.7M +$4.02M IVV, BND, VB, VEU, BSV 13F-HR 8/5/2024, 07:45 PM
Q1 2024 28 $194M +$14.6M -$216K +$14.4M IVV, VB, BSV, VEU, BND 13F-HR 4/16/2024, 06:15 PM
Q4 2023 26 $172M +$936K -$7.69M -$6.75M IVV, BSV, VB, VEU, BND 13F-HR 2/14/2024, 04:30 PM
Q3 2023 25 $164M +$6.62M -$1.65M +$4.97M IVV, BSV, VB, VEU, BND 13F-HR 11/13/2023, 06:23 AM
Q2 2023 25 $165M +$3.18M -$5.22M -$2.03M IVV, BSV, VB, VEU, BND 13F-HR 7/12/2023, 08:59 PM
Q1 2023 26 $162M +$3.97M -$258K +$3.71M IVV, BSV, VB, VEU, BND 13F-HR 4/20/2023, 02:19 PM
Q4 2022 26 $152M +$7.56M -$4.53M +$3.03M IVV, BSV, VB, VEU, BND 13F-HR 1/11/2023, 11:24 AM
Q3 2022 27 $141M +$7.62M -$1.9M +$5.72M IVV, BSV, VB, BND, VEU 13F-HR 10/18/2022, 10:07 AM
Q2 2022 27 $144M +$6.96M -$3.91M +$3.05M IVV, BSV, VB, BND, VEU Restatement 11/1/2022, 12:17 PM
Q1 2022 28 $159M +$12.5M -$5.14M +$7.31M IVV, BSV, BND, VB, VEU Restatement 4/25/2022, 05:35 PM
Q4 2021 24 $161M +$3.02M -$1.72M +$1.29M IVV, BSV, BND, VB, VEU 13F-HR 1/13/2022, 09:42 AM
Q3 2021 27 $153M +$7.05M -$753K +$6.3M IVV, BSV, BND, VB, VEU 13F-HR 10/19/2021, 10:22 AM
Q2 2021 27 $148M +$7.22M -$6.44M +$777K IVV, BSV, BND, VB, VEU 13F-HR 8/10/2021, 07:53 PM
Q1 2021 27 $140M +$1.35M -$2.99M -$1.64M IVV, BSV, VB, BND, VEU 13F-HR 4/28/2021, 09:33 AM
Q4 2020 27 $136M +$5.75M -$161K +$5.59M IVV, BSV, VB, BND, VEU 13F-HR 1/12/2021, 05:26 PM
Q3 2020 26 $119M +$5.75M -$535K +$5.21M IVV, BSV, BND, VB, VEU 13F-HR 10/16/2020, 02:32 PM
Q2 2020 24 $109M +$7.83M -$3.33M +$4.5M IVV, BSV, BND, VB, VEU 13F-HR 8/11/2020, 03:53 PM
Q1 2020 19 $92.9M +$1.49M -$1.74M -$248K IVV, BSV, BND, VB, VEU 13F-HR 8/11/2020, 03:53 PM
Q4 2019 19 $110M $0 $0 IVV, BSV, VB, VEU, BND 13F-HR 8/11/2020, 03:53 PM