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Disclosery

Stonebridge Financial Group, LLC: CGDV position timeline

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

Stonebridge Financial Group, LLC held 64,043 CGDV 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 64,043 shares
    Change vs previous 13F +6,225 shares

    0.23% of the 13F portfolio, value $3,128,485.

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

  2. period ended2026-06-30
    13F 57,818 shares
    Change vs previous 13F -49,117 shares

    0.22% of the 13F portfolio, value $2,849,279.

    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 106,935 shares
    Change vs previous 13F +18,257 shares

    0.37% of the 13F portfolio, value $4,548,995.

    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 88,678 shares
    Change vs previous 13F +11,485 shares

    0.33% of the 13F portfolio, value $3,869,888.

    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 77,193 shares
    Change vs previous 13F +24,620 shares

    0.29% of the 13F portfolio, value $3,244,411.

    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 52,573 shares
    Change vs previous 13F +1,175 shares

    0.2% of the 13F portfolio, value $2,076,096.

    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 51,398 shares
    Change vs previous 13F +22,779 shares

    0.19% of the 13F portfolio, value $1,831,809.

    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 28,619 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,009,106.

    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).