COBBLESTONE CAPITAL ADVISORS, LLC

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Type
Submitted
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
02/05/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287150 Stock NameISHARES TR $ Position$144.2 b % Position8.00 % $ Change4.00 % # Shares1,121,517 # Change2.00 %
Stock Ticker46432F834 Stock NameISHARES TR $ Position$141.7 b % Position8.00 % $ Change-8.00 % # Shares2,141,868 # Change1.00 %
Stock Ticker46429B267 Stock NameISHARES TR $ Position$113.3 b % Position6.00 % $ Change0.00 % # Shares4,931,775 # Change2.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$86.5 b % Position5.00 % $ Change7.00 % # Shares345,231 # Change-1.00 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$47.2 b % Position3.00 % $ Change11.00 % # Shares247,699 # Change-2.00 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
11/14/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F834 Stock NameISHARES TR $ Position$153.6 b % Position9.00 % $ Change9.00 % # Shares2,115,514 # Change1.00 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$138.5 b % Position8.00 % $ Change7.00 % # Shares1,102,751 # Change1.00 %
Stock Ticker46429B267 Stock NameISHARES TR $ Position$113.5 b % Position6.00 % $ Change21.00 % # Shares4,839,540 # Change16.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$81.1 b % Position5.00 % $ Change23.00 % # Shares348,141 # Change11.00 %
Stock Ticker25434V880 Stock NameDIMENSIONAL ETF TRUST $ Position$66.7 b % Position4.00 % $ Change7.00 % # Shares2,467,849 # Change1.00 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type N-PX Submitted
08/15/2024
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
08/06/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F834 Stock NameISHARES TR $ Position$141.6 b % Position9.00 % $ Change1.00 % # Shares2,095,566 # Change2.00 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$129.9 b % Position8.00 % $ Change1.00 % # Shares1,094,021 # Change-2.00 %
Stock Ticker46429B267 Stock NameISHARES TR $ Position$93.9 b % Position6.00 % $ Change5.00 % # Shares4,161,445 # Change6.00 %
Stock Ticker25434V880 Stock NameDIMENSIONAL ETF TRUST $ Position$62.3 b % Position4.00 % $ Change2.00 % # Shares2,449,201 # Change2.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$66.0 b % Position4.00 % $ Change16.00 % # Shares313,146 # Change-6.00 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
05/03/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F834 Stock NameISHARES TR $ Position$139.7 b % Position9.00 % $ Change7.00 % # Shares2,058,269 # Change3.00 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$128.8 b % Position8.00 % $ Change14.00 % # Shares1,116,937 # Change4.00 %
Stock Ticker46429B267 Stock NameISHARES TR $ Position$89.1 b % Position6.00 % $ Change41.00 % # Shares3,914,952 # Change43.00 %
Stock Ticker25434V880 Stock NameDIMENSIONAL ETF TRUST $ Position$61.1 b % Position4.00 % $ Change11.00 % # Shares2,403,592 # Change6.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$56.9 b % Position4.00 % $ Change-12.00 % # Shares331,671 # Change-2.00 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
02/09/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F834 Stock NameISHARES TR $ Position$130.4 b % Position9.00 % $ Change9.00 % # Shares2,007,864 # Change1.00 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$113.4 b % Position7.00 % $ Change14.00 % # Shares1,077,354 # Change2.00 %
Stock Ticker46429B267 Stock NameISHARES TR $ Position$63.1 b % Position4.00 % $ Change-5.00 % # Shares2,736,599 # Change-9.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$64.9 b % Position4.00 % $ Change10.00 % # Shares336,992 # Change-2.00 %
Stock Ticker25434V880 Stock NameDIMENSIONAL ETF TRUST $ Position$55.3 b % Position4.00 % $ Change6.00 % # Shares2,263,109 # Change-2.00 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
11/07/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F834 Stock NameISHARES TR $ Position$119.4 b % Position9.00 % $ Change-5.00 % # Shares1,989,822 # Change-1.00 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$99.7 b % Position7.00 % $ Change-5.00 % # Shares1,058,609 # Change-1.00 %
Stock Ticker46429B267 Stock NameISHARES TR $ Position$66.6 b % Position5.00 % $ Change-4.00 % # Shares3,021,356 # Change-1.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$58.7 b % Position4.00 % $ Change-12.00 % # Shares343,055 # Change0.00 %
Stock Ticker25434V880 Stock NameDIMENSIONAL ETF TRUST $ Position$51.9 b % Position4.00 % $ Change-4.00 % # Shares2,306,405 # Change-1.00 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
08/01/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F834 Stock NameISHARES TR $ Position$125.7 b % Position9.00 % $ Change0.00 % # Shares2,007,510 # Change-1.00 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$104.5 b % Position7.00 % $ Change7.00 % # Shares1,068,416 # Change-1.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$66.5 b % Position5.00 % $ Change15.00 % # Shares342,704 # Change-2.00 %
Stock Ticker46429B267 Stock NameISHARES TR $ Position$69.7 b % Position5.00 % $ Change-13.00 % # Shares3,041,774 # Change-11.00 %
Stock Ticker25434V880 Stock NameDIMENSIONAL ETF TRUST $ Position$54.2 b % Position4.00 % $ Change2.00 % # Shares2,326,778 # Change1.00 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
05/05/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F834 Stock NameISHARES TR $ Position$126.0 b % Position9.00 % $ Change9.00 % # Shares2,034,255 # Change2.00 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$98.1 b % Position7.00 % $ Change8.00 % # Shares1,083,614 # Change1.00 %
Stock Ticker46429B267 Stock NameISHARES TR $ Position$79.7 b % Position6.00 % $ Change-20.00 % # Shares3,408,322 # Change-22.00 %
Stock Ticker25434V880 Stock NameDIMENSIONAL ETF TRUST $ Position$53.3 b % Position4.00 % $ Change7.00 % # Shares2,311,881 # Change0.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$57.6 b % Position4.00 % $ Change25.00 % # Shares349,269 # Change-2.00 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
02/09/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F834 Stock NameISHARES TR $ Position$116.0 b % Position9.00 % $ Change115158.00 % # Shares2,003,796 # Change1.00 %
Stock Ticker46429B267 Stock NameISHARES TR $ Position$99.0 b % Position8.00 % $ Change74446.00 % # Shares4,356,953 # Change-25.00 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$91.2 b % Position7.00 % $ Change107901.00 % # Shares1,075,136 # Change1.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$46.1 b % Position4.00 % $ Change93090.00 % # Shares355,089 # Change-1.00 %
Stock Ticker25434V880 Stock NameDIMENSIONAL ETF TRUST $ Position$49.8 b % Position4.00 % $ Change105804.00 % # Shares2,303,897 # Change-7.00 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
11/07/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46429B267 Stock NameISHARES TR $ Position$132.8 m % Position11.07 % $ Change-5.58 % # Shares5,834,413 # Change-0.85 %
Stock Ticker46432F834 Stock NameISHARES TR $ Position$100.6 m % Position8.39 % $ Change-5.82 % # Shares1,976,157 # Change5.48 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$84.4 m % Position7.04 % $ Change-3.43 % # Shares1,061,312 # Change1.72 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$49.5 m % Position4.13 % $ Change0.19 % # Shares358,235 # Change-0.89 %
Stock Ticker25434V880 Stock NameDIMENSIONAL ETF TRUST $ Position$47.0 m % Position3.92 % $ Change-43.66 % # Shares2,487,557 # Change-36.06 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
08/11/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46429B267 Stock NameISHARES TR $ Position$140.6 m % Position10.77 % $ Change-2.18 % # Shares5,884,217 # Change1.95 %
Stock Ticker46432F834 Stock NameISHARES TR $ Position$106.8 m % Position8.18 % $ Change-14.96 % # Shares1,873,453 # Change-0.72 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$87.4 m % Position6.69 % $ Change-13.47 % # Shares1,043,417 # Change4.26 %
Stock Ticker25434V880 Stock NameDIMENSIONAL ETF TRUST $ Position$83.4 m % Position6.39 % $ Change129.29 % # Shares3,890,310 # Change166.83 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$49.4 m % Position3.78 % $ Change-23.04 % # Shares361,439 # Change-1.71 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
04/29/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46429B267 Stock NameISHARES TR $ Position$143.8 m % Position9.75 % $ Change-7.22 % # Shares5,771,702 # Change-0.63 %
Stock Ticker46432F834 Stock NameISHARES TR $ Position$125.6 m % Position8.52 % $ Change-6.58 % # Shares1,886,960 # Change-0.46 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$101.0 m % Position6.85 % $ Change-5.26 % # Shares1,000,803 # Change0.41 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$64.2 m % Position4.36 % $ Change-4.31 % # Shares367,735 # Change-2.69 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$44.9 m % Position3.05 % $ Change-4.39 % # Shares16,088 # Change-0.95 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
02/11/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46429B267 Stock NameISHARES TR $ Position$155.0 m % Position9.95 % $ Change5.58 % # Shares5,808,127 # Change4.98 %
Stock Ticker46432F834 Stock NameISHARES TR $ Position$134.5 m % Position8.63 % $ Change2.28 % # Shares1,895,672 # Change2.36 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$106.6 m % Position6.85 % $ Change7.56 % # Shares996,714 # Change-1.09 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$67.1 m % Position4.31 % $ Change13.64 % # Shares377,882 # Change-9.44 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$47.0 m % Position3.02 % $ Change6.00 % # Shares16,242 # Change-2.36 %
Adviser HR - COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
11/10/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46429B267 Stock NameISHARES TR $ Position$146.8 m % Position10.03 % $ Change2.74 % # Shares5,532,426 # Change3.01 %
Stock Ticker46432F834 Stock NameISHARES TR $ Position$131.5 m % Position8.98 % $ Change-1.25 % # Shares1,851,900 # Change1.94 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$99.1 m % Position6.77 % $ Change2.22 % # Shares1,007,687 # Change2.61 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$59.0 m % Position4.03 % $ Change2.13 % # Shares417,282 # Change-1.15 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$44.3 m % Position3.03 % $ Change8.05 % # Shares16,635 # Change1.61 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
08/05/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46429B267 Stock NameISHARES TR $ Position$142.9 m % Position9.67 % $ Change9.22 % # Shares5,370,698 # Change7.54 %
Stock Ticker46432F834 Stock NameISHARES TR $ Position$133.2 m % Position9.01 % $ Change6.14 % # Shares1,816,576 # Change1.76 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$97.0 m % Position6.56 % $ Change5.71 % # Shares982,034 # Change-1.96 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$57.8 m % Position3.91 % $ Change10.96 % # Shares422,137 # Change-1.04 %
Stock Ticker922908652 Stock NameVANGUARD INDEX FDS $ Position$42.3 m % Position2.86 % $ Change7.11 % # Shares224,173 # Change0.48 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
05/13/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46429B267 Stock NameISHARES TR $ Position$130.8 m % Position9.51 % $ Change9.13 % # Shares4,994,164 # Change13.50 %
Stock Ticker46432F834 Stock NameISHARES TR $ Position$125.5 m % Position9.12 % $ Change5.49 % # Shares1,785,121 # Change0.85 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$91.8 m % Position6.67 % $ Change6.86 % # Shares1,001,636 # Change0.58 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$52.1 m % Position3.79 % $ Change-13.63 % # Shares426,552 # Change-6.17 %
Stock Ticker922908652 Stock NameVANGUARD INDEX FDS $ Position$39.5 m % Position2.87 % $ Change-5.62 % # Shares223,105 # Change-12.15 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
02/09/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46429B267 Stock NameISHARES TR $ Position$119.9 m % Position9.23 % $ Change2.81 % # Shares4,399,981 # Change5.49 %
Stock Ticker46432F834 Stock NameISHARES TR $ Position$118.9 m % Position9.16 % $ Change16.29 % # Shares1,770,078 # Change0.97 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$85.9 m % Position6.61 % $ Change14.54 % # Shares995,825 # Change0.29 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$60.3 m % Position4.65 % $ Change13.08 % # Shares454,612 # Change-1.31 %
Stock Ticker922908652 Stock NameVANGUARD INDEX FDS $ Position$41.8 m % Position3.22 % $ Change25.07 % # Shares253,957 # Change-1.48 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
11/05/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46429B267 Stock NameISHARES TR $ Position$116.6 m % Position10.06 % $ Change19.18 % # Shares4,171,146 # Change19.35 %
Stock Ticker46432F834 Stock NameISHARES TR $ Position$102.3 m % Position8.82 % $ Change7.61 % # Shares1,753,034 # Change0.56 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$75.0 m % Position6.47 % $ Change-4.14 % # Shares992,971 # Change-11.82 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$53.3 m % Position4.60 % $ Change24.69 % # Shares460,624 # Change292.77 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$40.6 m % Position3.50 % $ Change9.36 % # Shares12,895 # Change-4.18 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
08/11/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46429B267 Stock NameISHARES TR $ Position$97.8 m % Position8.84 % $ Change6.02 % # Shares3,494,930 # Change6.10 %
Stock Ticker46432F834 Stock NameISHARES TR $ Position$95.0 m % Position8.59 % $ Change16.05 % # Shares1,743,188 # Change0.06 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$78.2 m % Position7.07 % $ Change27.14 % # Shares1,126,093 # Change4.75 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$42.8 m % Position3.87 % $ Change49.93 % # Shares117,277 # Change4.51 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$37.1 m % Position3.36 % $ Change45.99 % # Shares13,458 # Change3.17 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
05/07/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46429B267 Stock NameISHARES TR $ Position$92.3 m % Position9.98 % $ Change-5.89 % # Shares3,294,053 # Change-12.85 %
Stock Ticker46432F834 Stock NameISHARES TR $ Position$81.9 m % Position8.86 % $ Change-22.16 % # Shares1,742,082 # Change2.49 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$61.5 m % Position6.66 % $ Change-11.73 % # Shares1,075,053 # Change12.15 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$28.5 m % Position3.09 % $ Change-14.44 % # Shares112,217 # Change-1.20 %
Stock Ticker808524771 Stock NameSCHWAB STRATEGIC TR $ Position$25.8 m % Position2.79 % $ Change-5.04 % # Shares822,364 # Change29.36 %
Adviser COBBLESTONE CAPITAL ADVISORS LLC /NY/ Type 13F-HR Submitted
02/07/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F834 Stock NameISHARES TR $ Position$105.2 m % Position9.53 % $ ChangeN / A # Shares1,699,703 # ChangeN / A
Stock Ticker46429B267 Stock NameISHARES TR $ Position$98.0 m % Position8.88 % $ ChangeN / A # Shares3,779,543 # ChangeN / A
Stock Ticker464287150 Stock NameISHARES TR $ Position$69.7 m % Position6.31 % $ ChangeN / A # Shares958,556 # ChangeN / A
Stock Ticker037833100 Stock NameAPPLE INC $ Position$33.4 m % Position3.02 % $ ChangeN / A # Shares113,575 # ChangeN / A
Stock Ticker922908652 Stock NameVANGUARD INDEX FDS $ Position$32.7 m % Position2.96 % $ ChangeN / A # Shares259,761 # ChangeN / A

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