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Disclosery

Stonebridge Financial Group, LLC: SHY position timeline

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

Stonebridge Financial Group, LLC held 19,571 SHY 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 19,571 shares
    Change vs previous 13F -674 shares

    0.12% of the 13F portfolio, value $1,589,179.

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

  2. period ended2026-06-30
    13F 20,245 shares
    Change vs previous 13F -1,245 shares

    0.13% of the 13F portfolio, value $1,662,331.

    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 21,490 shares
    Change vs previous 13F -34,248 shares

    0.15% of the 13F portfolio, value $1,774,443.

    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 55,738 shares
    Change vs previous 13F +10,729 shares

    0.39% of the 13F portfolio, value $4,616,222.

    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 45,009 shares
    Change vs previous 13F +6,642 shares

    0.33% of the 13F portfolio, value $3,733,961.

    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 38,367 shares
    Change vs previous 13F +5,178 shares

    0.31% of the 13F portfolio, value $3,179,104.

    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 33,189 shares
    Change vs previous 13F +8,894 shares

    0.29% of the 13F portfolio, value $2,745,740.

    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 24,295 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,991,721.

    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).