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Disclosery

Steward Financial Group LLC: URTY position timeline

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

Steward Financial Group LLC held 3,350 URTY 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 3,350 shares
    Change vs previous 13F +1,486 shares

    0.04% of the 13F portfolio, value $113,000.

    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 1,864 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $77,000.

    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 1,864 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $70,000.

    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 1,867 shares
    Change vs previous 13F +1,867 shares

    0.05% of the 13F portfolio, value $98,000.

    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 0 shares
    Change vs previous 13F -960 shares

    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).

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

  6. period ended2022-06-30
    13F 960 shares
    Change vs previous 13F -358 shares

    0.03% of the 13F portfolio, value $37,000.

    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 1,318 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $98,000.

    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 1,318 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $133,000.

    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).