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Disclosery

SevenBridge Financial Group, LLC: PR position timeline

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

SevenBridge Financial Group, LLC held 297,278 PR 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 297,278 shares
    Change vs previous 13F +6,198 shares

    0.88% of the 13F portfolio, value $5,990,162.

    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 291,080 shares
    Change vs previous 13F +6,371 shares

    0.93% of the 13F portfolio, value $5,914,744.

    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 284,709 shares
    Change vs previous 13F +20,771 shares

    0.68% of the 13F portfolio, value $4,202,305.

    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 263,938 shares
    Change vs previous 13F +40,214 shares

    0.58% of the 13F portfolio, value $3,513,014.

    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 223,724 shares
    Change vs previous 13F +32,326 shares

    0.53% of the 13F portfolio, value $2,993,423.

    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 191,398 shares
    Change vs previous 13F +71,941 shares

    0.51% of the 13F portfolio, value $2,608,760.

    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 119,457 shares
    Change vs previous 13F +64,101 shares

    0.34% of the 13F portfolio, value $1,793,046.

    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 55,356 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $836,434.

    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).