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Disclosery

Stonebridge Financial Group, LLC: PRFZ position timeline

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

Stonebridge Financial Group, LLC held 661,168 PRFZ 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 661,168 shares
    Change vs previous 13F -101,695 shares

    2.55% of the 13F portfolio, value $34,598,910.

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

  2. period ended2026-06-30
    13F 762,863 shares
    Change vs previous 13F -412 shares

    3.23% of the 13F portfolio, value $42,544,875.

    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 763,275 shares
    Change vs previous 13F +39,387 shares

    2.88% of the 13F portfolio, value $35,011,446.

    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 723,888 shares
    Change vs previous 13F +31,792 shares

    2.84% of the 13F portfolio, value $33,219,241.

    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 692,096 shares
    Change vs previous 13F +9,580 shares

    2.77% of the 13F portfolio, value $31,435,012.

    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 682,516 shares
    Change vs previous 13F +11,893 shares

    2.7% of the 13F portfolio, value $27,757,926.

    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 670,623 shares
    Change vs previous 13F +43,065 shares

    2.7% of the 13F portfolio, value $25,389,776.

    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 627,558 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $26,112,705.

    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).