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Disclosery

SevenBridge Financial Group, LLC: MUB position timeline

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

SevenBridge Financial Group, LLC held 27,983 MUB 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 27,983 shares
    Change vs previous 13F -4,091 shares

    0.44% of the 13F portfolio, value $2,964,510.

    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 32,074 shares
    Change vs previous 13F -2,426 shares

    0.54% of the 13F portfolio, value $3,441,852.

    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 34,500 shares
    Change vs previous 13F +2,884 shares

    0.6% of the 13F portfolio, value $3,714,241.

    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 31,616 shares
    Change vs previous 13F +643 shares

    0.56% of the 13F portfolio, value $3,394,581.

    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 30,973 shares
    Change vs previous 13F -2,309 shares

    0.57% of the 13F portfolio, value $3,225,787.

    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 33,282 shares
    Change vs previous 13F -4,393 shares

    0.68% of the 13F portfolio, value $3,468,345.

    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 37,675 shares
    Change vs previous 13F -675 shares

    0.76% of the 13F portfolio, value $4,015,800.

    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 38,350 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $4,117,711.

    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).