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Disclosery

Stonebridge Financial Group, LLC: VRT position timeline

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

Stonebridge Financial Group, LLC held 23,729 VRT 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 23,729 shares
    Change vs previous 13F +508 shares

    0.42% of the 13F portfolio, value $5,726,013.

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

  2. period ended2026-06-30
    13F 23,221 shares
    Change vs previous 13F -4,648 shares

    0.59% of the 13F portfolio, value $7,774,862.

    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 27,869 shares
    Change vs previous 13F -605 shares

    0.57% of the 13F portfolio, value $6,983,414.

    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 28,474 shares
    Change vs previous 13F -193 shares

    0.39% of the 13F portfolio, value $4,613,073.

    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 28,667 shares
    Change vs previous 13F -31 shares

    0.38% of the 13F portfolio, value $4,324,704.

    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 28,698 shares
    Change vs previous 13F -381 shares

    0.36% of the 13F portfolio, value $3,685,110.

    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 29,079 shares
    Change vs previous 13F +2,211 shares

    0.22% of the 13F portfolio, value $2,099,504.

    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 26,868 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,052,473.

    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).