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Stonebridge Financial Group, LLC: BRK-B position timeline

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

Stonebridge Financial Group, LLC held 8,368 BRK-B 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 8,368 shares
    Change vs previous 13F +96 shares

    0.31% of the 13F portfolio, value $4,166,846.

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

  2. period ended2026-06-30
    13F 8,272 shares
    Change vs previous 13F +12 shares

    0.31% of the 13F portfolio, value $4,139,226.

    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 8,260 shares
    Change vs previous 13F +110 shares

    0.33% of the 13F portfolio, value $3,958,192.

    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 8,150 shares
    Change vs previous 13F -380 shares

    0.35% of the 13F portfolio, value $4,096,598.

    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 8,530 shares
    Change vs previous 13F +35 shares

    0.38% of the 13F portfolio, value $4,288,372.

    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 8,495 shares
    Change vs previous 13F +65 shares

    0.4% of the 13F portfolio, value $4,126,616.

    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).

  7. period ended2025-03-31
    13F 8,430 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,489,649.

    13F-HR 0001999371-25-004732 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).