Current Market Value 688,419,750
Current Holdings 70
Most Recent File Date 2025-07-14
Total Filings on Record 37
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by BlueSky Wealth 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.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-14 2025-06-30 13F-HR 70 688,420
2025-04-21 2025-03-31 13F-HR 73 645,210
2025-01-16 2024-12-31 13F-HR 74 639,676
2024-10-11 2024-09-30 13F-HR 75 643,839
2024-07-17 2024-06-30 13F-HR 76 594,246
2024-04-12 2024-03-31 13F-HR 35 127,801
2024-02-12 2023-12-31 13F-HR 69 537,978
2023-10-18 2023-09-30 13F-HR 69 488,993
2023-07-27 2023-06-30 13F-HR 79 497,705
2023-05-10 2023-03-31 13F-HR 71 483,593
2023-02-01 2022-12-31 13F-HR 67 452,252
2022-11-03 2022-09-30 13F-HR 65 430,961
2022-08-02 2022-06-30 13F-HR 64 450,572
2022-04-26 2022-03-31 13F-HR 66 514,784
2022-01-25 2021-12-31 13F-HR/A 1 R 68 539,761
2022-01-13 2021-12-31 13F-HR 134 3,381,138
2021-10-15 2021-09-30 13F-HR 64 510,714
2021-07-27 2021-06-30 13F-HR 64 510,077
2021-04-23 2021-03-31 13F-HR 59 443,374
2021-02-03 2020-12-31 13F-HR 49 414,147
2020-10-16 2020-09-30 13F-HR 51 383,203
2020-07-14 2020-06-30 13F-HR 51 349,837
2020-04-21 2020-03-31 13F-HR 51 271,348
2020-02-12 2019-12-31 13F-HR 61 305,950
2019-10-15 2019-09-30 13F-HR 61 290,271
2019-08-05 2019-06-30 13F-HR 61 281,032
2019-05-08 2019-03-31 13F-HR 57 276,728
2019-02-01 2018-12-31 13F-HR 59 255,840
2018-10-11 2018-09-30 13F-HR 53 263,839
2018-07-17 2018-06-30 13F-HR 55 261,651
2018-04-24 2018-03-31 13F-HR 53 260,610
2018-02-02 2017-12-31 13F-HR 53 241,539
2017-11-02 2017-09-30 13F-HR/A 1 R 54 231,722
2017-10-12 2017-09-30 13F-HR 54 231,681
2017-07-13 2017-06-30 13F-HR 50 216,229
2017-04-18 2017-03-31 13F-HR 51 209,412
2017-04-18 2016-12-31 13F-HR 51 203,783