Current Market Value 233,277,869
Current Holdings 29
Most Recent File Date 2025-07-23
Total Filings on Record 25
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-23 2025-06-30 13F-HR 29 233,278
2025-05-05 2025-03-31 13F-HR 28 213,800
2025-01-30 2024-12-31 13F-HR 27 212,456
2024-11-14 2024-09-30 13F-HR 27 214,295
2024-08-06 2024-06-30 13F-HR 27 197,884
2024-04-17 2024-03-31 13F-HR 28 193,514
2024-02-14 2023-12-31 13F-HR 26 171,970
2023-11-13 2023-09-30 13F-HR 25 163,941
2023-07-13 2023-06-30 13F-HR 25 165,388
2023-04-20 2023-03-31 13F-HR 26 162,403
2023-01-11 2022-12-31 13F-HR 26 152,066
2022-10-18 2022-09-30 13F-HR 27 141,322
2022-11-01 2022-06-30 13F-HR/A 1 R 27 143,808
2022-08-12 2022-06-30 13F-HR 64 9,450
2022-04-26 2022-03-31 13F-HR/A 1 R 28 159,405
2022-04-08 2022-03-31 13F-HR 28 159,405
2022-01-13 2021-12-31 13F-HR 24 160,892
2021-10-19 2021-09-30 13F-HR 27 153,056
2021-08-11 2021-06-30 13F-HR 27 148,352
2021-04-28 2021-03-31 13F-HR 27 140,477
2021-01-12 2020-12-31 13F-HR 27 136,470
2020-10-16 2020-09-30 13F-HR 26 118,766
2020-08-11 2020-06-30 13F-HR 24 109,329
2020-08-11 2020-03-31 13F-HR 19 92,935
2020-08-11 2019-12-31 13F-HR 19 110,103