STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
All 13F Filings
- Location
- Spokane, WA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 152,653
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/6/2026 | 70 | 152,653 | 13F-HR | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
| Q2 2026 | 7/13/2026 | 70 | 148,602 | 13F-HR | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
| Q1 2026 | 4/9/2026 | 62 | 127,634 | 13F-HR | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
| Q4 2025 | 1/20/2026 | 53 | 118,578 | 13F-HR | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 42.11 K | 27.6% | 3.005 K | 0 | 3.005 K |
| ETFs | 106.2 K | 69.5% | 730 | 0 | 730 |
| Debt | 4.393 K | 2.9% | 310 | 0 | 310 |
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Fund Snapshot
Q3 2026
Latest filed
10/6/2026
Total value ($000)
152,653
Holdings
70
QoQ value change ($000)
4,051
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.