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Disclosery

Sound Stewardship, LLC: EPR position timeline

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

Sound Stewardship, LLC held 13,500 EPR 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 13,500 shares
    Change vs previous 13F -1,639 shares

    0.32% of the 13F portfolio, value $783,135.

    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 15,139 shares
    Change vs previous 13F +4,217 shares

    0.35% of the 13F portfolio, value $756,345.

    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 10,922 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $545,008.

    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 10,922 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $633,586.

    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 10,922 shares
    Change vs previous 13F +5,296 shares

    0.33% of the 13F portfolio, value $636,316.

    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 5,626 shares
    Change vs previous 13F +757 shares

    0.17% of the 13F portfolio, value $295,984.

    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 4,869 shares
    Change vs previous 13F +4,869 shares

    0.13% of the 13F portfolio, value $215,600.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.