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Steward Financial Group LLC: DFEM position timeline

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

Steward Financial Group LLC held 456,086 DFEM 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 456,086 shares
    Change vs previous 13F +27,458 shares

    3.38% of the 13F portfolio, value $10,631,000.

    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 428,628 shares
    Change vs previous 13F +35,065 shares

    3.29% of the 13F portfolio, value $10,308,000.

    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 393,563 shares
    Change vs previous 13F +74,294 shares

    3.09% of the 13F portfolio, value $9,284,000.

    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 319,269 shares
    Change vs previous 13F +165,849 shares

    3.58% of the 13F portfolio, value $7,170,000.

    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 153,420 shares
    Change vs previous 13F +121,304 shares

    2.32% of the 13F portfolio, value $3,135,000.

    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 32,116 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $755,000.

    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).