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Stonebridge Financial Planning Group, LLC: DTCR position timeline

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

Stonebridge Financial Planning Group, LLC held 33,933 DTCR 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 33,933 shares
    Change vs previous 13F +160 shares

    0.33% of the 13F portfolio, value $1,030,547.

    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 33,773 shares
    Change vs previous 13F +12,302 shares

    0.3% of the 13F portfolio, value $809,203.

    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 21,471 shares
    Change vs previous 13F +10,027 shares

    0.16% of the 13F portfolio, value $453,031.

    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 11,444 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $234,366.

    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).