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Stewardship Advisors, LLC: USMV position timeline

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

Stewardship Advisors, LLC held 4,540 USMV 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 4,540 shares
    Change vs previous 13F +401 shares

    0.09% of the 13F portfolio, value $437,928.

    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 4,139 shares
    Change vs previous 13F -623 shares

    0.09% of the 13F portfolio, value $383,851.

    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 4,762 shares
    Change vs previous 13F +190 shares

    0.1% of the 13F portfolio, value $448,390.

    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 4,572 shares
    Change vs previous 13F +954 shares

    0.1% of the 13F portfolio, value $434,980.

    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 3,618 shares
    Change vs previous 13F +1,329 shares

    0.09% of the 13F portfolio, value $339,622.

    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 2,289 shares
    Change vs previous 13F -80 shares

    0.06% of the 13F portfolio, value $214,388.

    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 2,369 shares
    Change vs previous 13F +42 shares

    0.06% of the 13F portfolio, value $210,344.

    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 2,327 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $212,478.

    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).