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Disclosery

Sound Stewardship, LLC: SUSA position timeline

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

Sound Stewardship, LLC held 3,226 SUSA shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,226 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $502,298.

    13F-HR 0002085853-26-001173 filed by Sound Stewardship, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,226 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $497,709.

    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).

  3. period ended2026-03-31
    13F 3,226 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $426,099.

    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).

  4. period ended2025-12-31
    13F 3,226 shares
    Change vs previous 13F -158 shares

    0.22% of the 13F portfolio, value $449,466.

    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).

  5. period ended2025-09-30
    13F 3,384 shares
    Change vs previous 13F +1 shares

    0.22% of the 13F portfolio, value $458,987.

    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).

  6. period ended2025-06-30
    13F 3,383 shares
    Change vs previous 13F -5,149 shares

    0.22% of the 13F portfolio, value $428,734.

    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).

  7. period ended2025-03-31
    13F 8,532 shares
    Change vs previous 13F -1,688 shares

    0.56% of the 13F portfolio, value $980,061.

    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).

  8. period ended2024-12-31
    13F 10,220 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,242,688.

    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).