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Stonebridge Financial Planning Group, LLC: BUFR position timeline

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

Stonebridge Financial Planning Group, LLC held 160,755 BUFR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,755 shares
    Change vs previous 13F +14,592 shares

    1.87% of the 13F portfolio, value $5,872,380.

    13F-HR 0001802494-26-000004 filed by Stonebridge Financial Planning Group, LLC
    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 146,163 shares
    Change vs previous 13F +13,107 shares

    1.81% of the 13F portfolio, value $4,935,925.

    13F-HR 0001802494-26-000003 filed by Stonebridge Financial Planning 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 ended2025-12-31
    13F 133,056 shares
    Change vs previous 13F +13,806 shares

    1.65% of the 13F portfolio, value $4,558,499.

    13F-HR 0001802494-26-000001 filed by Stonebridge Financial Planning 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 ended2025-09-30
    13F 119,250 shares
    Change vs previous 13F -6,153 shares

    1.5% of the 13F portfolio, value $3,985,335.

    13F-HR 0001802494-25-000003 filed by Stonebridge Financial Planning 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 ended2025-06-30
    13F 125,403 shares
    Change vs previous 13F +3,495 shares

    1.66% of the 13F portfolio, value $3,987,815.

    13F-HR 0001085146-25-004560 filed by Stonebridge Financial Planning 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 ended2025-03-31
    13F 121,908 shares
    Change vs previous 13F +17,615 shares

    1.65% of the 13F portfolio, value $3,619,449.

    13F-HR 0001085146-25-002767 filed by Stonebridge Financial Planning 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 ended2024-12-31
    13F 104,293 shares
    Change vs previous 13F -7,030 shares

    1.42% of the 13F portfolio, value $3,177,808.

    13F-HR 0001085146-25-001734 filed by Stonebridge Financial Planning 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 ended2024-09-30
    13F 111,323 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $3,327,444.

    13F-HR 0001085146-24-005474 filed by Stonebridge Financial Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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