Steward Financial Group LLC: PSEP position timeline

Steward Financial Group LLC held 109,928 PSEP 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 109,928 shares

   Change vs previous 13F -27,252 shares

   1.13% of the 13F portfolio, value $3,561,000.

   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 137,180 shares

   Change vs previous 13F -55,334 shares

   1.43% of the 13F portfolio, value $4,487,000.

   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 192,514 shares

   Change vs previous 13F -317,751 shares

   1.97% of the 13F portfolio, value $5,906,000.

   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 510,265 shares

   Change vs previous 13F +265,165 shares

   7.46% of the 13F portfolio, value $14,926,000.

   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 245,100 shares

   Change vs previous 13F not available

   5.04% of the 13F portfolio, value $6,816,000.

   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).