Sound Stewardship, LLC: DGS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sound Stewardship, LLC on DGS, newest first. How the timeline and the estimate are built.
Sound Stewardship, LLC held 37,097 DGS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 37,097 sharesChange vs previous 13F +2,408 shares
0.99% of the 13F portfolio, value $2,400,567.
13F-HR 0002085853-26-000704 filed by Sound Stewardship, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 34,689 sharesChange vs previous 13F -1,207 shares
0.96% of the 13F portfolio, value $2,084,810.
13F-HR 0002085853-26-000359 filed by Sound Stewardship, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 35,896 sharesChange vs previous 13F +154 shares
0.98% of the 13F portfolio, value $2,054,706.
13F-HR 0002085853-26-000158 filed by Sound Stewardship, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 35,742 sharesChange vs previous 13F +1,419 shares
0.98% of the 13F portfolio, value $2,040,858.
13F-HR 0002085853-25-000094 filed by Sound Stewardship, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,323 sharesChange vs previous 13F +2,566 shares
0.98% of the 13F portfolio, value $1,895,979.
13F-HR 0001667731-25-000791 filed by Sound Stewardship, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,757 sharesChange vs previous 13F +735 shares
0.87% of the 13F portfolio, value $1,534,159.
13F-HR 0001667731-25-000434 filed by Sound Stewardship, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,022 sharesChange vs previous 13F +255 shares
0.9% of the 13F portfolio, value $1,517,607.
13F-HR 0001667731-25-000080 filed by Sound Stewardship, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 30,767 sharesChange vs previous 13F not available
0.93% of the 13F portfolio, value $1,652,209.
13F-HR 0001998101-24-000005 filed by Sound Stewardship, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).