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Disclosery

NORTHBRIDGE FINANCIAL GROUP, LLC: XSOE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NORTHBRIDGE FINANCIAL GROUP, LLC on XSOE, newest first. How the timeline and the estimate are built.

NORTHBRIDGE FINANCIAL GROUP, LLC held 28,188 XSOE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,188 shares
    Change vs previous 13F +960 shares

    0.53% of the 13F portfolio, value $1,386,286.

    13F-HR 0001951757-26-000954 filed by NORTHBRIDGE FINANCIAL GROUP, 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 27,228 shares
    Change vs previous 13F -932 shares

    0.51% of the 13F portfolio, value $1,175,705.

    13F-HR 0001951757-26-000607 filed by NORTHBRIDGE FINANCIAL GROUP, 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 28,160 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,098,803.

    13F-HR 0001951757-26-000379 filed by NORTHBRIDGE FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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