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Disclosery

Stonebridge Financial Group, LLC: MUNI position timeline

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

Stonebridge Financial Group, LLC held 493,778 MUNI 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 493,778 shares
    Change vs previous 13F -133,453 shares

    1.81% of the 13F portfolio, value $24,535,813.

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

  2. period ended2026-06-30
    13F 627,231 shares
    Change vs previous 13F +19,458 shares

    2.5% of the 13F portfolio, value $32,992,369.

    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 607,773 shares
    Change vs previous 13F +28,241 shares

    2.61% of the 13F portfolio, value $31,719,679.

    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 579,532 shares
    Change vs previous 13F +31,293 shares

    2.59% of the 13F portfolio, value $30,373,284.

    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 548,239 shares
    Change vs previous 13F +15,837 shares

    2.52% of the 13F portfolio, value $28,661,947.

    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 532,402 shares
    Change vs previous 13F -133,287 shares

    2.66% of the 13F portfolio, value $27,344,191.

    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 665,689 shares
    Change vs previous 13F +36,148 shares

    3.65% of the 13F portfolio, value $34,316,264.

    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 629,541 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $32,566,159.

    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).