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Disclosery

Stonebridge Financial Group, LLC: CGMU position timeline

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

Stonebridge Financial Group, LLC held 765,597 CGMU 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 765,597 shares
    Change vs previous 13F +408,964 shares

    1.46% of the 13F portfolio, value $19,859,585.

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

  2. period ended2026-06-30
    13F 356,633 shares
    Change vs previous 13F +28,883 shares

    0.74% of the 13F portfolio, value $9,796,709.

    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 327,750 shares
    Change vs previous 13F +8,054 shares

    0.73% of the 13F portfolio, value $8,898,413.

    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 319,696 shares
    Change vs previous 13F -3,040 shares

    0.75% of the 13F portfolio, value $8,753,276.

    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 322,736 shares
    Change vs previous 13F -9,903 shares

    0.78% of the 13F portfolio, value $8,807,465.

    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 332,639 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $8,878,135.

    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).