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Disclosery

Sound Stewardship, LLC: XVV position timeline

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

Sound Stewardship, LLC held 16,074 XVV 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 16,074 shares
    Change vs previous 13F +32 shares

    0.38% of the 13F portfolio, value $912,858.

    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 16,042 shares
    Change vs previous 13F +620 shares

    0.36% of the 13F portfolio, value $789,571.

    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 15,422 shares
    Change vs previous 13F -3,705 shares

    0.39% of the 13F portfolio, value $812,755.

    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 19,127 shares
    Change vs previous 13F +429 shares

    0.47% of the 13F portfolio, value $985,471.

    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 18,698 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $891,676.

    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).