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Disclosery

SevenBridge Financial Group, LLC: DRI position timeline

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

SevenBridge Financial Group, LLC held 14,936 DRI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,936 shares
    Change vs previous 13F +988 shares

    0.47% of the 13F portfolio, value $3,192,745.

    13F-HR 0001951757-26-001245 filed by SevenBridge 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 13,948 shares
    Change vs previous 13F +2,435 shares

    0.44% of the 13F portfolio, value $2,785,814.

    13F-HR 0001951757-26-000718 filed by SevenBridge 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 11,513 shares
    Change vs previous 13F -1,574 shares

    0.36% of the 13F portfolio, value $2,261,478.

    13F-HR 0001951757-26-000336 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 13,087 shares
    Change vs previous 13F +3,808 shares

    0.38% of the 13F portfolio, value $2,298,975.

    13F-HR 0001951757-25-001420 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,279 shares
    Change vs previous 13F +3,344 shares

    0.34% of the 13F portfolio, value $1,903,370.

    13F-HR 0001951757-25-001137 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,935 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,209,896.

    13F-HR 0001951757-25-000553 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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