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Disclosery

Stonebridge Financial Group, LLC: IJR position timeline

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

Stonebridge Financial Group, LLC held 1,953 IJR 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 1,953 shares
    Change vs previous 13F +273 shares

    0.02% of the 13F portfolio, value $265,626.

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

  2. period ended2026-06-30
    13F 1,680 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $249,117.

    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 1,650 shares
    Change vs previous 13F -3,945 shares

    0.02% of the 13F portfolio, value $205,111.

    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 5,595 shares
    Change vs previous 13F -7,883 shares

    0.06% of the 13F portfolio, value $672,456.

    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 13,478 shares
    Change vs previous 13F +1,318 shares

    0.14% of the 13F portfolio, value $1,601,559.

    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 12,160 shares
    Change vs previous 13F +430 shares

    0.13% of the 13F portfolio, value $1,328,972.

    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 11,730 shares
    Change vs previous 13F +690 shares

    0.13% of the 13F portfolio, value $1,226,585.

    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 11,040 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,272,048.

    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).