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Stewardship Advisors, LLC: VSGX position timeline

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

Stewardship Advisors, LLC held 103,016 VSGX 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 103,016 shares
    Change vs previous 13F -51,031 shares

    1.76% of the 13F portfolio, value $8,482,337.

    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 154,047 shares
    Change vs previous 13F +1,414 shares

    2.54% of the 13F portfolio, value $11,049,791.

    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 152,633 shares
    Change vs previous 13F -1,378 shares

    2.53% of the 13F portfolio, value $10,931,575.

    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 154,011 shares
    Change vs previous 13F -4,303 shares

    2.53% of the 13F portfolio, value $10,683,743.

    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 158,314 shares
    Change vs previous 13F -3,901 shares

    2.62% of the 13F portfolio, value $10,369,567.

    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 162,215 shares
    Change vs previous 13F +42,488 shares

    2.59% of the 13F portfolio, value $9,567,441.

    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 119,727 shares
    Change vs previous 13F -1,650 shares

    1.88% of the 13F portfolio, value $6,788,521.

    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 121,377 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $7,465,899.

    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).