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Stewardship Advisors, LLC: WTMF position timeline

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

Stewardship Advisors, LLC held 291,438 WTMF 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 291,438 shares
    Change vs previous 13F +9,360 shares

    2.47% of the 13F portfolio, value $11,905,242.

    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 282,078 shares
    Change vs previous 13F +2,416 shares

    2.57% of the 13F portfolio, value $11,194,491.

    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 279,662 shares
    Change vs previous 13F +3,513 shares

    2.46% of the 13F portfolio, value $10,632,749.

    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 276,149 shares
    Change vs previous 13F +5,760 shares

    2.47% of the 13F portfolio, value $10,461,932.

    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 270,389 shares
    Change vs previous 13F +3,309 shares

    2.42% of the 13F portfolio, value $9,546,309.

    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 267,080 shares
    Change vs previous 13F +36,540 shares

    2.46% of the 13F portfolio, value $9,115,440.

    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 230,540 shares
    Change vs previous 13F +7,841 shares

    2.23% of the 13F portfolio, value $8,052,762.

    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 222,699 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $7,910,358.

    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).