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Good Steward Wealth Advisors,LLC: PEY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Good Steward Wealth Advisors,LLC on PEY, newest first. How the timeline and the estimate are built.

Good Steward Wealth Advisors,LLC held 217,982 PEY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,982 shares
    Change vs previous 13F -3,455 shares

    3.05% of the 13F portfolio, value $5,052,823.

    13F-HR 0001765380-26-000260 filed by Good Steward Wealth Advisors,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 221,437 shares
    Change vs previous 13F +2,639 shares

    3.05% of the 13F portfolio, value $4,742,915.

    13F-HR 0001765380-26-000135 filed by Good Steward Wealth Advisors,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 218,798 shares
    Change vs previous 13F +28,604 shares

    2.94% of the 13F portfolio, value $4,460,329.

    13F-HR 0001765380-26-000022 filed by Good Steward Wealth Advisors,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 190,194 shares
    Change vs previous 13F +85,255 shares

    2.77% of the 13F portfolio, value $4,006,798.

    13F-HR 0001765380-25-000439 filed by Good Steward Wealth Advisors,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 104,939 shares
    Change vs previous 13F +69,974 shares

    1.68% of the 13F portfolio, value $2,141,805.

    13F-HR 0001765380-25-000242 filed by Good Steward Wealth Advisors,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,965 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $750,699.

    13F-HR 0001765380-25-000147 filed by Good Steward Wealth Advisors,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).