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Disclosery

Stonebridge Financial Group, LLC: WFC position timeline

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

Stonebridge Financial Group, LLC held 3,620 WFC 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 3,620 shares
    Change vs previous 13F +62 shares

    0.02% of the 13F portfolio, value $289,770.

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

  2. period ended2026-06-30
    13F 3,558 shares
    Change vs previous 13F -2 shares

    0.02% of the 13F portfolio, value $294,036.

    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 3,560 shares
    Change vs previous 13F +1,149 shares

    0.02% of the 13F portfolio, value $283,427.

    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 2,411 shares
    Change vs previous 13F +2,411 shares

    0.02% of the 13F portfolio, value $224,748.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,360 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 2,360 shares
    Change vs previous 13F +463 shares

    0.02% of the 13F portfolio, value $169,448.

    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).

  7. period ended2024-12-31
    13F 1,897 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $133,230.

    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).