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Disclosery

Stonebridge Financial Group, LLC: VYM position timeline

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

Stonebridge Financial Group, LLC held 8,521 VYM 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 8,521 shares
    Change vs previous 13F -120 shares

    0.1% of the 13F portfolio, value $1,322,435.

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

  2. period ended2026-06-30
    13F 8,641 shares
    Change vs previous 13F +262 shares

    0.1% of the 13F portfolio, value $1,365,490.

    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 8,379 shares
    Change vs previous 13F +189 shares

    0.1% of the 13F portfolio, value $1,240,877.

    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 8,190 shares
    Change vs previous 13F +419 shares

    0.1% of the 13F portfolio, value $1,175,385.

    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 7,771 shares
    Change vs previous 13F -432 shares

    0.1% of the 13F portfolio, value $1,095,280.

    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 8,203 shares
    Change vs previous 13F +3,022 shares

    0.11% of the 13F portfolio, value $1,093,502.

    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 5,181 shares
    Change vs previous 13F +56 shares

    0.07% of the 13F portfolio, value $668,160.

    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 5,125 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $653,904.

    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).