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Stonebridge Financial Group, LLC / MO: CGDV position timeline

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

Stonebridge Financial Group, LLC / MO held 22,751 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,751 shares
    Change vs previous 13F +13 shares

    0.74% of the 13F portfolio, value $1,121,164.

    13F-HR 0001951757-26-001067 filed by Stonebridge Financial Group, LLC / MO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,738 shares
    Change vs previous 13F +1,095 shares

    0.82% of the 13F portfolio, value $967,272.

    13F-HR 0001951757-26-000645 filed by Stonebridge Financial Group, LLC / MO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,643 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $944,498.

    13F-HR 0001951757-26-000356 filed by Stonebridge Financial Group, LLC / MO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).