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Disclosery

Steward Financial Group LLC: JPM position timeline

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

Steward Financial Group LLC held 6,466 JPM 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 6,466 shares
    Change vs previous 13F -7,092 shares

    0.3% of the 13F portfolio, value $937,000.

    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 13,558 shares
    Change vs previous 13F -366 shares

    0.63% of the 13F portfolio, value $1,971,000.

    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 13,924 shares
    Change vs previous 13F +412 shares

    0.6% of the 13F portfolio, value $1,814,000.

    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 13,512 shares
    Change vs previous 13F +78 shares

    0.91% of the 13F portfolio, value $1,811,000.

    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 13,434 shares
    Change vs previous 13F +26 shares

    1.04% of the 13F portfolio, value $1,403,000.

    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 13,408 shares
    Change vs previous 13F +190 shares

    1.25% of the 13F portfolio, value $1,509,000.

    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 13,218 shares
    Change vs previous 13F 0 shares

    1.6% of the 13F portfolio, value $1,801,000.

    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 13,218 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $2,093,000.

    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).