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Disclosery

SevenBridge Financial Group, LLC: PM position timeline

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

SevenBridge Financial Group, LLC held 6,992 PM 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 6,992 shares
    Change vs previous 13F -180 shares

    0.19% of the 13F portfolio, value $1,325,473.

    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 7,172 shares
    Change vs previous 13F -75 shares

    0.18% of the 13F portfolio, value $1,175,849.

    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 7,247 shares
    Change vs previous 13F +125 shares

    0.2% of the 13F portfolio, value $1,273,733.

    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 7,122 shares
    Change vs previous 13F -818 shares

    0.18% of the 13F portfolio, value $1,107,898.

    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 7,940 shares
    Change vs previous 13F -2,286 shares

    0.24% of the 13F portfolio, value $1,338,684.

    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 10,226 shares
    Change vs previous 13F -1,124 shares

    0.33% of the 13F portfolio, value $1,685,524.

    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 11,350 shares
    Change vs previous 13F -40 shares

    0.32% of the 13F portfolio, value $1,679,548.

    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 11,390 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,423,159.

    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).