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Good Steward Wealth Advisors,LLC: SEPI position timeline

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

Good Steward Wealth Advisors,LLC held 413,875 SEPI 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 413,875 shares
    Change vs previous 13F +3,536 shares

    6.96% of the 13F portfolio, value $11,526,419.

    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 410,339 shares
    Change vs previous 13F +2 shares

    6.61% of the 13F portfolio, value $10,281,044.

    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 410,337 shares
    Change vs previous 13F +12,836 shares

    7.12% of the 13F portfolio, value $10,795,966.

    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 397,501 shares
    Change vs previous 13F not available

    7.05% of the 13F portfolio, value $10,198,127.

    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).