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Disclosery

SevenBridge Financial Group, LLC: POET position timeline

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

SevenBridge Financial Group, LLC held 68,375 POET 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 68,375 shares
    Change vs previous 13F -5,000 shares

    0.09% of the 13F portfolio, value $609,221.

    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 73,375 shares
    Change vs previous 13F -28,084 shares

    0.15% of the 13F portfolio, value $936,999.

    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 101,459 shares
    Change vs previous 13F +750 shares

    0.11% of the 13F portfolio, value $655,425.

    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 100,709 shares
    Change vs previous 13F +1,799 shares

    0.08% of the 13F portfolio, value $508,580.

    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 98,910 shares
    Change vs previous 13F -4,874 shares

    0.09% of the 13F portfolio, value $504,441.

    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 103,784 shares
    Change vs previous 13F +10,475 shares

    0.09% of the 13F portfolio, value $462,877.

    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 93,309 shares
    Change vs previous 13F -25,400 shares

    0.09% of the 13F portfolio, value $462,813.

    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 118,709 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $453,468.

    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).