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Disclosery

Sound Stewardship, LLC: TIP position timeline

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

Sound Stewardship, LLC held 60,763 TIP 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 60,763 shares
    Change vs previous 13F +2,215 shares

    2.74% of the 13F portfolio, value $6,649,322.

    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 58,548 shares
    Change vs previous 13F +2,565 shares

    2.96% of the 13F portfolio, value $6,461,309.

    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 55,983 shares
    Change vs previous 13F +3,482 shares

    2.95% of the 13F portfolio, value $6,153,139.

    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 52,501 shares
    Change vs previous 13F +1,745 shares

    2.8% of the 13F portfolio, value $5,839,141.

    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 50,756 shares
    Change vs previous 13F +1,509 shares

    2.88% of the 13F portfolio, value $5,585,227.

    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 49,247 shares
    Change vs previous 13F +830 shares

    3.12% of the 13F portfolio, value $5,470,858.

    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 48,417 shares
    Change vs previous 13F +1,100 shares

    3.07% of the 13F portfolio, value $5,158,827.

    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 47,317 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $5,227,095.

    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).