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Disclosery

SevenBridge Financial Group, LLC: TAFI position timeline

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

SevenBridge Financial Group, LLC held 227,262 TAFI 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 227,262 shares
    Change vs previous 13F -50,553 shares

    0.84% of the 13F portfolio, value $5,699,726.

    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 277,815 shares
    Change vs previous 13F -12,700 shares

    1.1% of the 13F portfolio, value $7,009,268.

    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 290,515 shares
    Change vs previous 13F -4,945 shares

    1.18% of the 13F portfolio, value $7,364,550.

    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 295,460 shares
    Change vs previous 13F +15,092 shares

    1.23% of the 13F portfolio, value $7,460,360.

    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 280,368 shares
    Change vs previous 13F +59,620 shares

    1.24% of the 13F portfolio, value $7,059,656.

    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 220,748 shares
    Change vs previous 13F -46,226 shares

    1.08% of the 13F portfolio, value $5,503,242.

    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 266,974 shares
    Change vs previous 13F +23,740 shares

    1.27% of the 13F portfolio, value $6,703,725.

    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 243,234 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $6,112,461.

    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).