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Disclosery

Stonebridge Financial Group, LLC: XLK position timeline

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

Stonebridge Financial Group, LLC held 3,247 XLK 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 3,247 shares
    Change vs previous 13F -151,375 shares

    0.05% of the 13F portfolio, value $635,621.

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

  2. period ended2026-06-30
    13F 154,622 shares
    Change vs previous 13F +151,959 shares

    2.23% of the 13F portfolio, value $29,458,572.

    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 2,663 shares
    Change vs previous 13F +1,104 shares

    0.03% of the 13F portfolio, value $353,889.

    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 1,559 shares
    Change vs previous 13F -94,429 shares

    0.02% of the 13F portfolio, value $224,407.

    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 95,988 shares
    Change vs previous 13F -3,099 shares

    2.38% of the 13F portfolio, value $27,055,054.

    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 99,087 shares
    Change vs previous 13F +98,652 shares

    2.44% of the 13F portfolio, value $25,091,674.

    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 435 shares
    Change vs previous 13F -96,095 shares

    0.01% of the 13F portfolio, value $89,716.

    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 96,530 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $22,445,039.

    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).