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Disclosery

Stonebridge Financial Group, LLC: SMLF position timeline

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

Stonebridge Financial Group, LLC held 65,813 SMLF 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 65,813 shares
    Change vs previous 13F +60,357 shares

    0.41% of the 13F portfolio, value $5,499,331.

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

  2. period ended2026-06-30
    13F 5,456 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $486,348.

    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 ยง4.2).