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Stonebridge Financial Group, LLC: IBTG position timeline

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

Stonebridge Financial Group, LLC held 14,285 IBTG 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 14,285 shares
    Change vs previous 13F -3,799 shares

    0.02% of the 13F portfolio, value $326,839.

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

  2. period ended2026-06-30
    13F 18,084 shares
    Change vs previous 13F -8,495 shares

    0.03% of the 13F portfolio, value $413,951.

    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 26,579 shares
    Change vs previous 13F -7,992 shares

    0.05% of the 13F portfolio, value $609,066.

    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 34,571 shares
    Change vs previous 13F -31,854 shares

    0.07% of the 13F portfolio, value $790,820.

    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 66,425 shares
    Change vs previous 13F -323,248 shares

    0.13% of the 13F portfolio, value $1,524,461.

    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 389,673 shares
    Change vs previous 13F +10,891 shares

    0.87% of the 13F portfolio, value $8,935,210.

    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 378,782 shares
    Change vs previous 13F -7,724 shares

    0.92% of the 13F portfolio, value $8,689,249.

    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 386,506 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $8,816,197.

    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).