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Disclosery

Stonebridge Financial Group, LLC: IWF position timeline

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

Stonebridge Financial Group, LLC held 119,222 IWF 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 119,222 shares
    Change vs previous 13F -291 shares

    1.1% of the 13F portfolio, value $14,933,721.

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

  2. period ended2026-06-30
    13F 119,513 shares
    Change vs previous 13F +89,489 shares

    1.13% of the 13F portfolio, value $14,839,929.

    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 30,024 shares
    Change vs previous 13F -1,910 shares

    1.05% of the 13F portfolio, value $12,802,234.

    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 31,934 shares
    Change vs previous 13F -48 shares

    1.29% of the 13F portfolio, value $15,114,362.

    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 31,982 shares
    Change vs previous 13F -203 shares

    1.32% of the 13F portfolio, value $14,980,689.

    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 32,185 shares
    Change vs previous 13F -377 shares

    1.33% of the 13F portfolio, value $13,665,107.

    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 32,562 shares
    Change vs previous 13F -381 shares

    1.25% of the 13F portfolio, value $11,757,813.

    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 32,943 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $13,229,250.

    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).