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Disclosery

Stonebridge Financial Group, LLC: XLI position timeline

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

Stonebridge Financial Group, LLC held 3,910 XLI 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 3,910 shares
    Change vs previous 13F -160,235 shares

    0.05% of the 13F portfolio, value $652,892.

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

  2. period ended2026-06-30
    13F 164,145 shares
    Change vs previous 13F +159,621 shares

    2.31% of the 13F portfolio, value $30,404,578.

    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 4,524 shares
    Change vs previous 13F -166,639 shares

    0.06% of the 13F portfolio, value $731,667.

    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 171,163 shares
    Change vs previous 13F +167,148 shares

    2.27% of the 13F portfolio, value $26,550,805.

    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 4,015 shares
    Change vs previous 13F -168,060 shares

    0.05% of the 13F portfolio, value $619,233.

    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 172,075 shares
    Change vs previous 13F +168,060 shares

    2.47% of the 13F portfolio, value $25,384,504.

    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 4,015 shares
    Change vs previous 13F -136 shares

    0.06% of the 13F portfolio, value $526,246.

    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 4,151 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $546,936.

    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).