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Stewardship Financial Advisors, LLC: MTUM position timeline

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

Stewardship Financial Advisors, LLC held 178,807 MTUM shares at 2021-03-31 per its 13F-HR filed 2021-04-16.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 178,807 shares
    Change vs previous 13F -2,252 shares

    10% of the 13F portfolio, value $28,763,000.

    13F-HR 0001398344-21-008127 filed by Stewardship Financial 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 ended2020-12-31
    13F 181,059 shares
    Change vs previous 13F -3,935 shares

    10.68% of the 13F portfolio, value $29,203,000.

    13F-HR 0001398344-21-001043 filed by Stewardship Financial 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 ended2020-09-30
    13F 184,994 shares
    Change vs previous 13F -16,493 shares

    11.29% of the 13F portfolio, value $27,268,000.

    13F-HR 0001398344-20-021262 filed by Stewardship Financial 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 ended2020-06-30
    13F 201,487 shares
    Change vs previous 13F +44,431 shares

    11.6% of the 13F portfolio, value $26,395,000.

    13F-HR 0001398344-20-015605 filed by Stewardship Financial 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 ended2020-03-31
    13F 157,056 shares
    Change vs previous 13F -36,486 shares

    8.52% of the 13F portfolio, value $16,723,000.

    13F-HR 0001398344-20-010181 filed by Stewardship Financial 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 ended2019-12-31
    13F 193,542 shares
    Change vs previous 13F +3,837 shares

    8.87% of the 13F portfolio, value $24,301,000.

    13F-HR 0001398344-20-003227 filed by Stewardship Financial 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 ended2019-09-30
    13F 189,705 shares
    Change vs previous 13F +29,794 shares

    9.55% of the 13F portfolio, value $22,622,000.

    13F-HR 0001398344-19-019581 filed by Stewardship Financial 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 ended2019-06-30
    13F 159,911 shares
    Change vs previous 13F not available

    8.19% of the 13F portfolio, value $18,965,000.

    13F-HR 0001398344-19-014020 filed by Stewardship Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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