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Disclosery

SevenBridge Financial Group, LLC: PEP position timeline

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

SevenBridge Financial Group, LLC held 23,167 PEP 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 23,167 shares
    Change vs previous 13F -365 shares

    0.47% of the 13F portfolio, value $3,220,641.

    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 23,532 shares
    Change vs previous 13F -779 shares

    0.57% of the 13F portfolio, value $3,618,941.

    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 24,311 shares
    Change vs previous 13F -3,856 shares

    0.57% of the 13F portfolio, value $3,546,313.

    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 28,167 shares
    Change vs previous 13F -4,855 shares

    0.67% of the 13F portfolio, value $4,067,085.

    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 33,022 shares
    Change vs previous 13F -5,491 shares

    0.86% of the 13F portfolio, value $4,849,926.

    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 38,513 shares
    Change vs previous 13F -7,604 shares

    1% of the 13F portfolio, value $5,071,400.

    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 46,117 shares
    Change vs previous 13F -2,098 shares

    1.27% of the 13F portfolio, value $6,716,468.

    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 48,215 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $7,919,762.

    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).