Steward Financial Group LLC: BIV position timeline

Steward Financial Group LLC held 0 BIV 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 0 shares

   Change vs previous 13F -29,704 shares

   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).

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

2. period ended2023-06-30

   13F 29,704 shares

   Change vs previous 13F +29,704 shares

   0.71% of the 13F portfolio, value $2,234,000.

   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 ended2022-12-31

   13F 0 shares

   Change vs previous 13F -31,859 shares

   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).

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

4. period ended2022-09-30

   13F 31,859 shares

   Change vs previous 13F +5,242 shares

   1.73% of the 13F portfolio, value $2,340,000.

   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).

5. period ended2022-06-30

   13F 26,617 shares

   Change vs previous 13F not available

   1.72% of the 13F portfolio, value $2,066,000.

   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).