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Stonebridge Financial Group, LLC / MO: IVV position timeline

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

Stonebridge Financial Group, LLC / MO held 940 IVV 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 940 shares
    Change vs previous 13F -9 shares

    0.47% of the 13F portfolio, value $704,083.

    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 949 shares
    Change vs previous 13F +3 shares

    0.52% of the 13F portfolio, value $619,834.

    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 946 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $648,121.

    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).