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Disclosery

Stonebridge Financial Group, LLC: SPYG position timeline

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

Stonebridge Financial Group, LLC held 244,460 SPYG 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 244,460 shares
    Change vs previous 13F +6,004 shares

    2.22% of the 13F portfolio, value $30,088,125.

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

  2. period ended2026-06-30
    13F 238,456 shares
    Change vs previous 13F +20,083 shares

    2.15% of the 13F portfolio, value $28,373,820.

    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 218,373 shares
    Change vs previous 13F +150,242 shares

    1.76% of the 13F portfolio, value $21,380,851.

    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 68,131 shares
    Change vs previous 13F -5,683 shares

    0.62% of the 13F portfolio, value $7,269,524.

    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 73,814 shares
    Change vs previous 13F -32,545 shares

    0.68% of the 13F portfolio, value $7,714,249.

    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 106,359 shares
    Change vs previous 13F +6,746 shares

    0.98% of the 13F portfolio, value $10,138,142.

    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 99,613 shares
    Change vs previous 13F +3,677 shares

    0.85% of the 13F portfolio, value $8,005,898.

    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 95,936 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $8,432,776.

    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).