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Disclosery

Stonebridge Financial Group, LLC: IBM position timeline

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

Stonebridge Financial Group, LLC held 4,264 IBM 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 4,264 shares
    Change vs previous 13F +180 shares

    0.07% of the 13F portfolio, value $937,751.

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

  2. period ended2026-06-30
    13F 4,084 shares
    Change vs previous 13F -627 shares

    0.09% of the 13F portfolio, value $1,148,422.

    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 4,711 shares
    Change vs previous 13F +1,345 shares

    0.09% of the 13F portfolio, value $1,141,865.

    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 3,366 shares
    Change vs previous 13F +113 shares

    0.09% of the 13F portfolio, value $997,181.

    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 3,253 shares
    Change vs previous 13F +268 shares

    0.08% of the 13F portfolio, value $917,827.

    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 2,985 shares
    Change vs previous 13F +23 shares

    0.09% of the 13F portfolio, value $879,877.

    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 2,962 shares
    Change vs previous 13F -248 shares

    0.08% of the 13F portfolio, value $736,512.

    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 3,210 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $705,623.

    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).