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Disclosery

Stonebridge Financial Group, LLC: JAAA position timeline

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

Stonebridge Financial Group, LLC held 447,579 JAAA 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 447,579 shares
    Change vs previous 13F +262,309 shares

    1.67% of the 13F portfolio, value $22,589,321.

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

  2. period ended2026-06-30
    13F 185,270 shares
    Change vs previous 13F +9,422 shares

    0.71% of the 13F portfolio, value $9,354,305.

    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 175,848 shares
    Change vs previous 13F +10,890 shares

    0.73% of the 13F portfolio, value $8,857,482.

    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 164,958 shares
    Change vs previous 13F +19,875 shares

    0.71% of the 13F portfolio, value $8,343,569.

    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 145,083 shares
    Change vs previous 13F +11,073 shares

    0.65% of the 13F portfolio, value $7,367,320.

    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 134,010 shares
    Change vs previous 13F +21,315 shares

    0.66% of the 13F portfolio, value $6,800,985.

    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 112,695 shares
    Change vs previous 13F +26,161 shares

    0.61% of the 13F portfolio, value $5,714,786.

    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 86,534 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,388,153.

    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).