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Disclosery

SevenBridge Financial Group, LLC: IJR position timeline

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

SevenBridge Financial Group, LLC held 15,064 IJR 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 15,064 shares
    Change vs previous 13F -1,048 shares

    0.33% of the 13F portfolio, value $2,243,427.

    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 16,112 shares
    Change vs previous 13F -963 shares

    0.34% of the 13F portfolio, value $2,185,055.

    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 17,075 shares
    Change vs previous 13F -640 shares

    0.35% of the 13F portfolio, value $2,188,026.

    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 17,715 shares
    Change vs previous 13F -5,996 shares

    0.35% of the 13F portfolio, value $2,116,983.

    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 23,711 shares
    Change vs previous 13F -3,758 shares

    0.48% of the 13F portfolio, value $2,712,119.

    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 27,469 shares
    Change vs previous 13F -5,560 shares

    0.58% of the 13F portfolio, value $2,953,436.

    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).

  7. period ended2024-12-31
    13F 33,029 shares
    Change vs previous 13F -1,433 shares

    0.73% of the 13F portfolio, value $3,866,680.

    13F-HR 0001951757-25-000246 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).

  8. period ended2024-09-30
    13F 34,462 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $4,351,171.

    13F-HR 0001951757-24-001199 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).