Sound Stewardship, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$178M
Signature - Title
Matthew J. Syverson - Chief Compliance Officer
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Sound Stewardship, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sound Stewardship, LLC reported 60 stock holdings with total value $178M as of Q3 2024. Top holdings included BND, FNDB, IVV, GLTR, and SCZ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 60 $178M +$5.96M -$1.6M +$4.37M BND, FNDB, IVV, GLTR, SCZ 13F-HR 10/24/2024, 03:02 PM
Q2 2024 56 $165M +$5.06M -$5.53M -$465K BND, FNDB, IVV, GLTR, SCZ 13F-HR 7/24/2024, 04:56 PM
Q1 2024 61 $165M +$34M -$21.7M +$12.4M BND, FNDB, IVV, GLTR, SCZ 13F-HR 5/8/2024, 10:23 AM
Q4 2023 65 $151M +$8.44M -$17.3M -$8.88M FNDB, IVV, GLTR, FNDA, BSCO 13F-HR 1/17/2024, 10:35 AM
Q3 2023 65 $149M +$5.58M -$1.59M +$3.99M FNDB, IVV, GLTR, BSCO, BSCP 13F-HR 10/26/2023, 04:32 PM
Q2 2023 60 $152M +$2.64M -$1.9M +$731K FNDB, IVV, GLTR, BSCO, BSCN 13F-HR 10/26/2023, 04:31 PM
Q1 2023 60 $149M +$9.36M -$666K +$8.69M FNDB, GLTR, IVV, BSCN, BSCO 13F-HR 10/26/2023, 04:28 PM
Q4 2022 57 $135M $0 $0 FNDB, GLTR, BSCN, BSCO, BSCP 13F-HR 10/26/2023, 04:24 PM