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Disclosery

Stonebridge Financial Group, LLC: SCHX position timeline

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

Stonebridge Financial Group, LLC held 12,757 SCHX 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 12,757 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $382,718.

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

  2. period ended2026-06-30
    13F 12,753 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $375,313.

    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 12,748 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $326,868.

    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 12,744 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $342,928.

    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 12,739 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $335,533.

    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 12,734 shares
    Change vs previous 13F +5,580 shares

    0.03% of the 13F portfolio, value $311,217.

    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 7,154 shares
    Change vs previous 13F +80 shares

    0.02% of the 13F portfolio, value $157,954.

    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 7,074 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $163,975.

    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).