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Sound Stewardship, LLC: FNDB position timeline

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

Sound Stewardship, LLC held 649,548 FNDB 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 649,548 shares
    Change vs previous 13F +9,111 shares

    8.16% of the 13F portfolio, value $19,785,239.

    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 640,437 shares
    Change vs previous 13F +5,416 shares

    7.98% of the 13F portfolio, value $17,419,889.

    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 635,021 shares
    Change vs previous 13F +1,197 shares

    8.09% of the 13F portfolio, value $16,872,497.

    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 633,824 shares
    Change vs previous 13F +17,311 shares

    7.83% of the 13F portfolio, value $16,314,641.

    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 616,513 shares
    Change vs previous 13F +44,389 shares

    7.63% of the 13F portfolio, value $14,783,991.

    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 572,124 shares
    Change vs previous 13F -10,449 shares

    7.5% of the 13F portfolio, value $13,164,574.

    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 582,573 shares
    Change vs previous 13F +384,414 shares

    8.05% of the 13F portfolio, value $13,550,654.

    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 198,159 shares
    Change vs previous 13F not available

    7.83% of the 13F portfolio, value $13,944,431.

    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).