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Disclosery

Steward Financial Group LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Financial Group LLC on AAPL, newest first. How the timeline and the estimate are built.

Steward Financial Group LLC held 11,486 AAPL shares at 2023-09-30 per its 13F-HR filed 2023-10-23.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 11,486 shares
    Change vs previous 13F -241 shares

    0.62% of the 13F portfolio, value $1,966,000.

    13F-HR 0001725888-23-000012 filed by Steward Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-06-30
    13F 11,727 shares
    Change vs previous 13F +1,123 shares

    0.73% of the 13F portfolio, value $2,274,000.

    13F-HR 0001725888-23-000005 filed by Steward Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-03-31
    13F 10,604 shares
    Change vs previous 13F +1,751 shares

    0.58% of the 13F portfolio, value $1,748,000.

    13F-HR 0001906349-23-000002 filed by Steward Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-12-31
    13F 8,853 shares
    Change vs previous 13F -151 shares

    0.57% of the 13F portfolio, value $1,150,000.

    13F-HR 0001906349-23-000001 filed by Steward Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-09-30
    13F 9,004 shares
    Change vs previous 13F +1,116 shares

    0.92% of the 13F portfolio, value $1,244,000.

    13F-HR 0001906349-22-000006 filed by Steward Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-06-30
    13F 7,888 shares
    Change vs previous 13F +339 shares

    0.9% of the 13F portfolio, value $1,078,000.

    13F-HR 0001838234-22-000009 filed by Steward Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-03-31
    13F 7,549 shares
    Change vs previous 13F -1,672 shares

    1.17% of the 13F portfolio, value $1,317,000.

    13F-HR 0001906349-22-000002 filed by Steward Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-12-31
    13F 9,221 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $1,637,000.

    13F-HR 0001906349-22-000001 filed by Steward Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).