Steward Financial Group LLC: ADSK position timeline

Steward Financial Group LLC held 134 ADSK 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 134 shares

   Change vs previous 13F -325 shares

   0.01% of the 13F portfolio, value $27,000.

   13F-HR 0001725888-23-000012 filed by Steward Financial Group LLC
   Filed 2023-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

2. period ended2023-06-30

   13F 459 shares

   Change vs previous 13F -6 shares

   0.03% of the 13F portfolio, value $93,000.

   13F-HR 0001725888-23-000005 filed by Steward Financial Group LLC
   Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

3. period ended2023-03-31

   13F 465 shares

   Change vs previous 13F +36 shares

   0.03% of the 13F portfolio, value $96,000.

   13F-HR 0001906349-23-000002 filed by Steward Financial Group LLC
   Filed 2023-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

4. period ended2022-12-31

   13F 429 shares

   Change vs previous 13F +429 shares

   0.04% of the 13F portfolio, value $80,000.

   13F-HR 0001906349-23-000001 filed by Steward Financial Group LLC
   Filed 2023-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

5. period ended2022-09-30

   13F 0 shares

   Change vs previous 13F -415 shares

   13F-HR 0001906349-22-000006 filed by Steward Financial Group LLC
   Filed 2022-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

   Exited: the 13F for this period no longer lists the position.

6. period ended2022-06-30

   13F 415 shares

   Change vs previous 13F +8 shares

   0.06% of the 13F portfolio, value $71,000.

   13F-HR 0001838234-22-000009 filed by Steward Financial Group LLC
   Filed 2022-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

7. period ended2022-03-31

   13F 407 shares

   Change vs previous 13F +7 shares

   0.08% of the 13F portfolio, value $87,000.

   13F-HR 0001906349-22-000002 filed by Steward Financial Group LLC
   Filed 2022-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

8. period ended2021-12-31

   13F 400 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $112,000.

   13F-HR 0001906349-22-000001 filed by Steward Financial Group LLC
   Filed 2022-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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