Stonebridge Financial Planning Group, LLC: BUFX position timeline

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

Stonebridge Financial Planning Group, LLC held 9,879 BUFX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

period ended2026-06-30
13F 9,879 shares
Change vs previous 13F -103 shares
0.07% of the 13F portfolio, value $219,017.
13F-HR 0001802494-26-000004 filed by Stonebridge Financial Planning Group, LLC
Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,982 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $210,647.
13F-HR 0001802494-26-000003 filed by Stonebridge Financial Planning Group, LLC
Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).