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Disclosery

Stonebridge Financial Group, LLC: SCHO position timeline

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

Stonebridge Financial Group, LLC held 607,585 SCHO 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 607,585 shares
    Change vs previous 13F -3,854 shares

    1.07% of the 13F portfolio, value $14,496,985.

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

  2. period ended2026-06-30
    13F 611,439 shares
    Change vs previous 13F +33,492 shares

    1.12% of the 13F portfolio, value $14,760,137.

    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 577,947 shares
    Change vs previous 13F +230,607 shares

    1.15% of the 13F portfolio, value $14,026,774.

    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 347,340 shares
    Change vs previous 13F +20,255 shares

    0.72% of the 13F portfolio, value $8,464,676.

    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 327,085 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $7,980,874.

    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).