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Disclosery

Sound Stewardship, LLC: GLTR position timeline

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

Sound Stewardship, LLC held 48,878 GLTR 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 48,878 shares
    Change vs previous 13F +329 shares

    3.65% of the 13F portfolio, value $8,854,212.

    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 48,549 shares
    Change vs previous 13F -9,929 shares

    4.86% of the 13F portfolio, value $10,618,592.

    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 58,478 shares
    Change vs previous 13F -8,782 shares

    5.76% of the 13F portfolio, value $12,023,156.

    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 67,260 shares
    Change vs previous 13F -2,091 shares

    5.34% of the 13F portfolio, value $11,128,159.

    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 69,351 shares
    Change vs previous 13F -6,975 shares

    4.94% of the 13F portfolio, value $9,580,814.

    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 76,326 shares
    Change vs previous 13F -4,261 shares

    5.63% of the 13F portfolio, value $9,881,903.

    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 80,587 shares
    Change vs previous 13F -4,782 shares

    5.26% of the 13F portfolio, value $8,848,432.

    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 85,369 shares
    Change vs previous 13F not available

    5.43% of the 13F portfolio, value $9,671,455.

    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).