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Disclosery

Stonebridge Financial Group, LLC: PWV position timeline

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

Stonebridge Financial Group, LLC held 100,095 PWV 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 100,095 shares
    Change vs previous 13F -1,278 shares

    0.56% of the 13F portfolio, value $7,637,259.

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

  2. period ended2026-06-30
    13F 101,373 shares
    Change vs previous 13F -729 shares

    0.58% of the 13F portfolio, value $7,681,032.

    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 102,102 shares
    Change vs previous 13F -5,181 shares

    0.59% of the 13F portfolio, value $7,117,530.

    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 107,283 shares
    Change vs previous 13F -15 shares

    0.61% of the 13F portfolio, value $7,136,465.

    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 107,298 shares
    Change vs previous 13F -98 shares

    0.62% of the 13F portfolio, value $6,996,903.

    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 107,396 shares
    Change vs previous 13F -995 shares

    0.65% of the 13F portfolio, value $6,673,587.

    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 108,391 shares
    Change vs previous 13F -779 shares

    0.69% of the 13F portfolio, value $6,450,348.

    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 109,170 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $6,209,142.

    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).