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Stonebridge Financial Group, LLC: USTB position timeline

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

Stonebridge Financial Group, LLC held 1,731,326 USTB 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 1,731,326 shares
    Change vs previous 13F +804,125 shares

    6.37% of the 13F portfolio, value $86,358,541.

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

  2. period ended2026-06-30
    13F 927,201 shares
    Change vs previous 13F +45,870 shares

    3.56% of the 13F portfolio, value $46,934,940.

    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 881,331 shares
    Change vs previous 13F +119,772 shares

    3.67% of the 13F portfolio, value $44,577,736.

    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 761,559 shares
    Change vs previous 13F +69,053 shares

    3.31% of the 13F portfolio, value $38,717,646.

    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 692,506 shares
    Change vs previous 13F +141,511 shares

    3.11% of the 13F portfolio, value $35,310,879.

    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 550,995 shares
    Change vs previous 13F +301,786 shares

    2.72% of the 13F portfolio, value $28,001,566.

    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 249,209 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $12,622,436.

    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).