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Disclosery

Steward Financial Group LLC: PFEB position timeline

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

Steward Financial Group LLC held 406,081 PFEB 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 406,081 shares
    Change vs previous 13F -257,720 shares

    3.93% of the 13F portfolio, value $12,369,000.

    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 663,801 shares
    Change vs previous 13F -25,508 shares

    6.53% of the 13F portfolio, value $20,438,000.

    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 689,309 shares
    Change vs previous 13F not available

    6.71% of the 13F portfolio, value $20,148,000.

    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).