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Disclosery

Stonebridge Financial Group, LLC: IWP position timeline

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

Stonebridge Financial Group, LLC held 122,704 IWP 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 122,704 shares
    Change vs previous 13F +2,359 shares

    1.25% of the 13F portfolio, value $16,893,882.

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

  2. period ended2026-06-30
    13F 120,345 shares
    Change vs previous 13F +2,685 shares

    1.34% of the 13F portfolio, value $17,619,763.

    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 117,660 shares
    Change vs previous 13F +5,673 shares

    1.24% of the 13F portfolio, value $15,074,644.

    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 111,987 shares
    Change vs previous 13F +1,923 shares

    1.31% of the 13F portfolio, value $15,335,548.

    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 110,064 shares
    Change vs previous 13F -2,716 shares

    1.38% of the 13F portfolio, value $15,674,264.

    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 112,780 shares
    Change vs previous 13F +21,510 shares

    1.52% of the 13F portfolio, value $15,640,379.

    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 91,270 shares
    Change vs previous 13F +297 shares

    1.14% of the 13F portfolio, value $10,723,353.

    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 90,973 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $11,530,872.

    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).