Skip to content
Disclosery

Sound Stewardship, LLC: FNDA position timeline

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

Sound Stewardship, LLC held 321,406 FNDA 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 321,406 shares
    Change vs previous 13F +8,388 shares

    5.05% of the 13F portfolio, value $12,232,710.

    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 313,018 shares
    Change vs previous 13F +11,814 shares

    4.65% of the 13F portfolio, value $10,151,190.

    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 301,204 shares
    Change vs previous 13F +13,179 shares

    4.55% of the 13F portfolio, value $9,490,933.

    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 288,025 shares
    Change vs previous 13F -5,418 shares

    4.31% of the 13F portfolio, value $8,974,851.

    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 293,443 shares
    Change vs previous 13F +20,741 shares

    4.34% of the 13F portfolio, value $8,407,153.

    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 272,702 shares
    Change vs previous 13F +502 shares

    4.26% of the 13F portfolio, value $7,469,316.

    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 272,200 shares
    Change vs previous 13F +135,008 shares

    4.8% of the 13F portfolio, value $8,084,343.

    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 137,192 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $8,172,529.

    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).