Notify me when Steward Financial Group LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 1,319 | $311,290,000 | +$29,370,341 | -$25,378,216 | +$3,992,125 | TFLO, DFAC, DFUV, DFIC, DFAT | 13F-HR | 20 Oct 2023, 18:13 |
| Q2 2023 | 392 | $312,971,000 | +$27,317,716 | -$24,055,724 | +$3,261,992 | TFLO, DFAC, PFEB, DFUV, DFIC | 13F-HR | 04 Aug 2023, 17:55 |
| Q1 2023 | 692 | $299,849,000 | +$114,718,383 | -$22,623,538 | +$92,094,845 | TFLO, DFAC, PFEB, DFUV, DFIC | 13F-HR | 05 May 2023, 15:35 |
| Q4 2022 | 515 | $199,178,000 | +$63,052,607 | -$9,888,451 | +$53,164,156 | DFAC, TFLO, DFUV, PSEP, DFAT | 13F-HR | 13 Feb 2023, 17:27 |
| Q3 2022 | 50 | $135,271,000 | +$33,938,416 | -$12,548,922 | +$21,389,494 | DFAC, DFUV, DFAT, TFLO, PSEP | 13F-HR | 07 Nov 2022, 17:16 |
| Q2 2022 | 940 | $119,908,000 | +$27,643,836 | -$2,641,773 | +$25,002,063 | DFAC, DFUV, DFAT, DFIC, BIV | 13F-HR | 22 Jul 2022, 17:23 |
| Q1 2022 | 314 | $112,176,000 | +$10,333,733 | -$2,323,571 | +$8,010,162 | DFAC, DFAT, JPM, DFIC, AAPL | 13F-HR | 03 May 2022, 12:17 |
| Q4 2021 | 258 | $108,302,000 | $0 | $0 | $0 | DFAC, DFAT, JPM, AAPL, OMCL | 13F-HR | 03 Feb 2022, 11:39 |