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Disclosery

SevenBridge Financial Group, LLC: SRE position timeline

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

SevenBridge Financial Group, LLC held 68,419 SRE 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 68,419 shares
    Change vs previous 13F +1,749 shares

    0.84% of the 13F portfolio, value $5,738,970.

    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 66,670 shares
    Change vs previous 13F +1,101 shares

    0.96% of the 13F portfolio, value $6,158,980.

    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 65,569 shares
    Change vs previous 13F +4,376 shares

    0.91% of the 13F portfolio, value $5,684,808.

    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 61,193 shares
    Change vs previous 13F +5,286 shares

    0.93% of the 13F portfolio, value $5,658,547.

    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 55,907 shares
    Change vs previous 13F +6,588 shares

    0.81% of the 13F portfolio, value $4,589,405.

    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 49,319 shares
    Change vs previous 13F +16,514 shares

    0.73% of the 13F portfolio, value $3,731,950.

    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 32,805 shares
    Change vs previous 13F +11,879 shares

    0.52% of the 13F portfolio, value $2,736,921.

    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 20,926 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,927,703.

    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).