Skip to content
Disclosery

Stonebridge Financial Group, LLC: IVV position timeline

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

Stonebridge Financial Group, LLC held 474 IVV 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 474 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $363,013.

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

  2. period ended2026-06-30
    13F 467 shares
    Change vs previous 13F -58 shares

    0.03% of the 13F portfolio, value $349,732.

    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 525 shares
    Change vs previous 13F -2,167 shares

    0.03% of the 13F portfolio, value $342,935.

    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 2,692 shares
    Change vs previous 13F +2,168 shares

    0.16% of the 13F portfolio, value $1,843,893.

    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 524 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $350,713.

    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 526 shares
    Change vs previous 13F -183 shares

    0.03% of the 13F portfolio, value $326,593.

    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 709 shares
    Change vs previous 13F +136 shares

    0.04% of the 13F portfolio, value $398,387.

    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 573 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $337,314.

    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).