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Disclosery

Sound Stewardship, LLC: BSJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sound Stewardship, LLC on BSJR, newest first. How the timeline and the estimate are built.

Sound Stewardship, LLC held 61,829 BSJR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,829 shares
    Change vs previous 13F +2,184 shares

    0.57% of the 13F portfolio, value $1,381,599.

    13F-HR 0002085853-26-000704 filed by Sound Stewardship, 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 59,645 shares
    Change vs previous 13F +4,344 shares

    0.61% of the 13F portfolio, value $1,333,962.

    13F-HR 0002085853-26-000359 filed by Sound Stewardship, 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 55,301 shares
    Change vs previous 13F +2,083 shares

    0.6% of the 13F portfolio, value $1,250,615.

    13F-HR 0002085853-26-000158 filed by Sound Stewardship, 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 53,218 shares
    Change vs previous 13F +2,000 shares

    0.58% of the 13F portfolio, value $1,210,168.

    13F-HR 0002085853-25-000094 filed by Sound Stewardship, 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 51,218 shares
    Change vs previous 13F -81 shares

    0.6% of the 13F portfolio, value $1,162,904.

    13F-HR 0001667731-25-000791 filed by Sound Stewardship, 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 51,299 shares
    Change vs previous 13F +1,281 shares

    0.65% of the 13F portfolio, value $1,149,339.

    13F-HR 0001667731-25-000434 filed by Sound Stewardship, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 50,018 shares
    Change vs previous 13F +767 shares

    0.67% of the 13F portfolio, value $1,120,399.

    13F-HR 0001667731-25-000080 filed by Sound Stewardship, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 49,251 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,118,002.

    13F-HR 0001998101-24-000005 filed by Sound Stewardship, LLC
    Filed (acceptance time not in the bulk data set), ingested

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