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Disclosery

Stonebridge Financial Group, LLC: BRO position timeline

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

Stonebridge Financial Group, LLC held 61,589 BRO 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 61,589 shares
    Change vs previous 13F -3,449 shares

    0.28% of the 13F portfolio, value $3,750,761.

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

  2. period ended2026-06-30
    13F 65,038 shares
    Change vs previous 13F +7,597 shares

    0.32% of the 13F portfolio, value $4,172,198.

    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 57,441 shares
    Change vs previous 13F -1,871 shares

    0.31% of the 13F portfolio, value $3,745,739.

    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 59,312 shares
    Change vs previous 13F +2,989 shares

    0.4% of the 13F portfolio, value $4,727,158.

    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 56,323 shares
    Change vs previous 13F +746 shares

    0.47% of the 13F portfolio, value $5,282,530.

    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 55,577 shares
    Change vs previous 13F -689 shares

    0.6% of the 13F portfolio, value $6,161,850.

    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 56,266 shares
    Change vs previous 13F -165 shares

    0.74% of the 13F portfolio, value $6,999,548.

    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).

  8. period ended2024-12-31
    13F 56,431 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $5,757,066.

    13F-HR 0001999371-25-000834 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).