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Stonebridge Financial Group, LLC: SMMU position timeline

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

Stonebridge Financial Group, LLC held 1,022,741 SMMU 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 1,022,741 shares
    Change vs previous 13F -28,046 shares

    3.73% of the 13F portfolio, value $50,533,638.

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

  2. period ended2026-06-30
    13F 1,050,787 shares
    Change vs previous 13F -5,478 shares

    4.03% of the 13F portfolio, value $53,064,754.

    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 1,056,265 shares
    Change vs previous 13F -7,552 shares

    4.38% of the 13F portfolio, value $53,288,594.

    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 1,063,817 shares
    Change vs previous 13F +12,685 shares

    4.58% of the 13F portfolio, value $53,648,272.

    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 1,051,132 shares
    Change vs previous 13F -12,345 shares

    4.68% of the 13F portfolio, value $53,155,752.

    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 1,063,477 shares
    Change vs previous 13F +435,561 shares

    5.18% of the 13F portfolio, value $53,354,641.

    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 627,916 shares
    Change vs previous 13F +43,616 shares

    3.34% of the 13F portfolio, value $31,408,358.

    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 584,300 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $29,121,512.

    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).