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Stonebridge Financial Group, LLC: SGOL position timeline

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

Stonebridge Financial Group, LLC held 430,410 SGOL 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 430,410 shares
    Change vs previous 13F +26,939 shares

    1.26% of the 13F portfolio, value $17,027,029.

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

  2. period ended2026-06-30
    13F 403,471 shares
    Change vs previous 13F +12,741 shares

    1.17% of the 13F portfolio, value $15,424,696.

    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 390,730 shares
    Change vs previous 13F -39,059 shares

    1.43% of the 13F portfolio, value $17,434,373.

    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 429,789 shares
    Change vs previous 13F +9,054 shares

    1.51% of the 13F portfolio, value $17,655,732.

    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 420,735 shares
    Change vs previous 13F +29,614 shares

    1.36% of the 13F portfolio, value $15,487,255.

    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 391,121 shares
    Change vs previous 13F -41,859 shares

    1.2% of the 13F portfolio, value $12,335,956.

    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 432,980 shares
    Change vs previous 13F -11,262 shares

    1.37% of the 13F portfolio, value $12,911,464.

    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 444,242 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $11,128,262.

    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).