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Stewardship Advisors, LLC: GTO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stewardship Advisors, LLC on GTO, newest first. How the timeline and the estimate are built.

Stewardship Advisors, LLC held 304,688 GTO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 304,688 shares
    Change vs previous 13F +128,683 shares

    2.97% of the 13F portfolio, value $14,280,712.

    13F-HR 0001733219-26-000004 filed by Stewardship Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 176,005 shares
    Change vs previous 13F -18,171 shares

    1.89% of the 13F portfolio, value $8,242,334.

    13F-HR 0001733219-26-000003 filed by Stewardship Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 194,176 shares
    Change vs previous 13F -65,339 shares

    2.13% of the 13F portfolio, value $9,207,821.

    13F-HR 0001733219-26-000001 filed by Stewardship Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 259,515 shares
    Change vs previous 13F +13,715 shares

    2.92% of the 13F portfolio, value $12,329,548.

    13F-HR 0001733219-25-000006 filed by Stewardship Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 245,800 shares
    Change vs previous 13F +662 shares

    2.92% of the 13F portfolio, value $11,525,548.

    13F-HR 0001733219-25-000004 filed by Stewardship Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 245,138 shares
    Change vs previous 13F +9,746 shares

    3.11% of the 13F portfolio, value $11,504,325.

    13F-HR 0001733219-25-000003 filed by Stewardship Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 235,392 shares
    Change vs previous 13F +5,249 shares

    3.03% of the 13F portfolio, value $10,922,189.

    13F-HR 0001733219-25-000001 filed by Stewardship Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 230,143 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $11,115,907.

    13F-HR 0001733219-24-000004 filed by Stewardship Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).