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STONEBRIDGE ADVISORS LLC: FPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STONEBRIDGE ADVISORS LLC on FPE, newest first. How the timeline and the estimate are built.

STONEBRIDGE ADVISORS LLC held 0 FPE shares at 2026-03-31 per its 13F-HR filed 2026-04-30.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,368,824 shares

    13F-HR 0001367441-26-000004 filed by STONEBRIDGE ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 2,368,824 shares
    Change vs previous 13F +2,201,095 shares

    22.01% of the 13F portfolio, value $40,181,207.

    13F-HR 0001367441-26-000002 filed by STONEBRIDGE ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 167,729 shares
    Change vs previous 13F -920,479 shares

    2.12% of the 13F portfolio, value $3,059,389.

    13F-HR 0001367441-25-000007 filed by STONEBRIDGE ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 1,088,208 shares
    Change vs previous 13F +626,333 shares

    12.75% of the 13F portfolio, value $19,370,145.

    13F-HR 0001667731-25-001075 filed by STONEBRIDGE ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 461,875 shares
    Change vs previous 13F -1,828,032 shares

    5.57% of the 13F portfolio, value $8,124,381.

    13F-HR 0001667731-25-000576 filed by STONEBRIDGE ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 2,289,907 shares
    Change vs previous 13F +2,098,695 shares

    27.03% of the 13F portfolio, value $40,531,359.

    13F-HR 0001667731-25-000250 filed by STONEBRIDGE ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F/A 191,212 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $3,460,932.

    13F-HR/A 0001667731-25-000249 filed by STONEBRIDGE ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).