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Disclosery

Sound Stewardship, LLC: PRFZ position timeline

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

Sound Stewardship, LLC held 75,200 PRFZ 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 75,200 shares
    Change vs previous 13F -401 shares

    1.73% of the 13F portfolio, value $4,193,930.

    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 75,601 shares
    Change vs previous 13F -1,827 shares

    1.59% of the 13F portfolio, value $3,467,840.

    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 77,428 shares
    Change vs previous 13F -420 shares

    1.7% of the 13F portfolio, value $3,553,181.

    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 77,848 shares
    Change vs previous 13F -237 shares

    1.7% of the 13F portfolio, value $3,535,851.

    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 78,085 shares
    Change vs previous 13F +2,122 shares

    1.64% of the 13F portfolio, value $3,175,702.

    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 75,963 shares
    Change vs previous 13F -68 shares

    1.64% of the 13F portfolio, value $2,875,972.

    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 76,031 shares
    Change vs previous 13F -916 shares

    1.88% of the 13F portfolio, value $3,163,641.

    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 76,947 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $3,197,164.

    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).