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Disclosery

Stonebridge Financial Group, LLC: USFR position timeline

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

Stonebridge Financial Group, LLC held 407,606 USFR 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 407,606 shares
    Change vs previous 13F -46,215 shares

    1.51% of the 13F portfolio, value $20,539,284.

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

  2. period ended2026-06-30
    13F 453,821 shares
    Change vs previous 13F -70,958 shares

    1.73% of the 13F portfolio, value $22,849,903.

    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 524,779 shares
    Change vs previous 13F -175,376 shares

    2.17% of the 13F portfolio, value $26,417,369.

    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 700,155 shares
    Change vs previous 13F -22,638 shares

    3.01% of the 13F portfolio, value $35,231,781.

    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 722,793 shares
    Change vs previous 13F +8,730 shares

    3.2% of the 13F portfolio, value $36,334,797.

    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 714,063 shares
    Change vs previous 13F +13,727 shares

    3.49% of the 13F portfolio, value $35,924,494.

    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 700,336 shares
    Change vs previous 13F -160,422 shares

    3.75% of the 13F portfolio, value $35,247,910.

    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 860,758 shares
    Change vs previous 13F not available

    4.77% of the 13F portfolio, value $43,313,350.

    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).