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Stonebridge Financial Planning Group, LLC: CLOI position timeline

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

Stonebridge Financial Planning Group, LLC held 31,682 CLOI 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 31,682 shares
    Change vs previous 13F +4,707 shares

    0.53% of the 13F portfolio, value $1,677,567.

    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 26,975 shares
    Change vs previous 13F -146 shares

    0.52% of the 13F portfolio, value $1,421,569.

    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 27,121 shares
    Change vs previous 13F +2,233 shares

    0.52% of the 13F portfolio, value $1,432,275.

    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 24,888 shares
    Change vs previous 13F +6,262 shares

    0.5% of the 13F portfolio, value $1,321,538.

    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 18,626 shares
    Change vs previous 13F +7,868 shares

    0.41% of the 13F portfolio, value $986,269.

    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 10,758 shares
    Change vs previous 13F +2,841 shares

    0.26% of the 13F portfolio, value $568,459.

    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 7,917 shares
    Change vs previous 13F +300 shares

    0.19% of the 13F portfolio, value $417,762.

    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 7,617 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $404,003.

    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).