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Stonebridge Financial Group, LLC / MO: IOO position timeline

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

Stonebridge Financial Group, LLC / MO held 57,950 IOO 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 57,950 shares
    Change vs previous 13F +3,151 shares

    5.26% of the 13F portfolio, value $7,915,927.

    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 54,799 shares
    Change vs previous 13F +6,780 shares

    5.59% of the 13F portfolio, value $6,629,037.

    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 48,019 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $6,082,625.

    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).