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Disclosery

Stonebridge Financial Group, LLC: SPY position timeline

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

Stonebridge Financial Group, LLC held 8,054 SPY 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 8,054 shares
    Change vs previous 13F -19 shares

    0.45% of the 13F portfolio, value $6,142,031.

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

  2. period ended2026-06-30
    13F 8,073 shares
    Change vs previous 13F -989 shares

    0.46% of the 13F portfolio, value $6,028,683.

    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 9,062 shares
    Change vs previous 13F +2,532 shares

    0.48% of the 13F portfolio, value $5,893,584.

    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 6,530 shares
    Change vs previous 13F +187 shares

    0.38% of the 13F portfolio, value $4,453,195.

    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 6,343 shares
    Change vs previous 13F +62 shares

    0.37% of the 13F portfolio, value $4,225,301.

    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 6,281 shares
    Change vs previous 13F -905 shares

    0.38% of the 13F portfolio, value $3,880,556.

    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 7,186 shares
    Change vs previous 13F +1,016 shares

    0.43% of the 13F portfolio, value $4,019,590.

    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 6,170 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,615,854.

    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).