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Disclosery

Stonebridge Financial Group, LLC: WEC position timeline

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

Stonebridge Financial Group, LLC held 22,412 WEC 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 22,412 shares
    Change vs previous 13F +702 shares

    0.17% of the 13F portfolio, value $2,258,644.

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

  2. period ended2026-06-30
    13F 21,710 shares
    Change vs previous 13F +624 shares

    0.19% of the 13F portfolio, value $2,535,117.

    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 21,086 shares
    Change vs previous 13F +517 shares

    0.2% of the 13F portfolio, value $2,441,166.

    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 20,569 shares
    Change vs previous 13F +690 shares

    0.19% of the 13F portfolio, value $2,169,243.

    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 19,879 shares
    Change vs previous 13F +131 shares

    0.2% of the 13F portfolio, value $2,277,974.

    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 19,748 shares
    Change vs previous 13F -92 shares

    0.2% of the 13F portfolio, value $2,057,777.

    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 19,840 shares
    Change vs previous 13F +631 shares

    0.23% of the 13F portfolio, value $2,162,143.

    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 19,209 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,806,386.

    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).