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Disclosery

Stonebridge Financial Group, LLC: ITOT position timeline

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

Stonebridge Financial Group, LLC held 4,032 ITOT 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 4,032 shares
    Change vs previous 13F +20 shares

    0.05% of the 13F portfolio, value $670,441.

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

  2. period ended2026-06-30
    13F 4,012 shares
    Change vs previous 13F -26 shares

    0.05% of the 13F portfolio, value $659,051.

    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 4,038 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $575,132.

    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 4,038 shares
    Change vs previous 13F -84 shares

    0.05% of the 13F portfolio, value $600,410.

    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 4,122 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $600,369.

    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 4,122 shares
    Change vs previous 13F -212 shares

    0.05% of the 13F portfolio, value $556,635.

    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 4,334 shares
    Change vs previous 13F -1,018 shares

    0.06% of the 13F portfolio, value $528,791.

    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 5,352 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $688,374.

    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).