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Disclosery

Stonebridge Financial Group, LLC: BIV position timeline

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

Stonebridge Financial Group, LLC held 2,974 BIV shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,974 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $216,656.

    13F-HR 0001999371-26-021857 filed by Stonebridge Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,944 shares
    Change vs previous 13F +28 shares

    0.02% of the 13F portfolio, value $225,831.

    13F-HR 0001999371-26-014273 filed by Stonebridge 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 ended2026-03-31
    13F 2,916 shares
    Change vs previous 13F +17 shares

    0.02% of the 13F portfolio, value $225,066.

    13F-HR 0001999371-26-007873 filed by Stonebridge 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 ended2025-12-31
    13F 2,899 shares
    Change vs previous 13F +35 shares

    0.02% of the 13F portfolio, value $225,760.

    13F-HR 0001999371-26-001274 filed by Stonebridge 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 ended2025-09-30
    13F 2,864 shares
    Change vs previous 13F +98 shares

    0.02% of the 13F portfolio, value $223,650.

    13F-HR 0001999371-25-015688 filed by Stonebridge 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 ended2025-06-30
    13F 2,766 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $213,922.

    13F-HR 0001999371-25-009685 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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