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Stonebridge Financial Group, LLC: MSFT position timeline

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

Stonebridge Financial Group, LLC held 35,613 MSFT 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 35,613 shares
    Change vs previous 13F +925 shares

    1.35% of the 13F portfolio, value $18,265,790.

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

  2. period ended2026-06-30
    13F 34,688 shares
    Change vs previous 13F +424 shares

    0.98% of the 13F portfolio, value $12,939,303.

    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 34,264 shares
    Change vs previous 13F +3,502 shares

    1.04% of the 13F portfolio, value $12,683,530.

    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 30,762 shares
    Change vs previous 13F -807 shares

    1.27% of the 13F portfolio, value $14,876,927.

    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 31,569 shares
    Change vs previous 13F +2,146 shares

    1.44% of the 13F portfolio, value $16,351,049.

    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 29,423 shares
    Change vs previous 13F -762 shares

    1.42% of the 13F portfolio, value $14,635,427.

    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 30,185 shares
    Change vs previous 13F -683 shares

    1.21% of the 13F portfolio, value $11,331,230.

    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 30,868 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $13,010,698.

    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).