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Disclosery

SevenBridge Financial Group, LLC: V position timeline

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

SevenBridge Financial Group, LLC held 16,651 V 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 16,651 shares
    Change vs previous 13F +443 shares

    0.89% of the 13F portfolio, value $6,036,081.

    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 16,208 shares
    Change vs previous 13F +439 shares

    0.79% of the 13F portfolio, value $5,045,458.

    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 15,769 shares
    Change vs previous 13F +91 shares

    0.83% of the 13F portfolio, value $5,179,979.

    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 15,678 shares
    Change vs previous 13F +1,166 shares

    0.88% of the 13F portfolio, value $5,312,929.

    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 14,512 shares
    Change vs previous 13F +729 shares

    0.86% of the 13F portfolio, value $4,886,708.

    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 13,783 shares
    Change vs previous 13F -1,164 shares

    0.97% of the 13F portfolio, value $4,904,593.

    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 14,947 shares
    Change vs previous 13F +914 shares

    0.99% of the 13F portfolio, value $5,242,118.

    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 14,033 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $4,363,057.

    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).