Skip to content
Disclosery

Stonebridge Financial Planning Group, LLC: FAD position timeline

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

Stonebridge Financial Planning Group, LLC held 10,378 FAD 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 10,378 shares
    Change vs previous 13F -150 shares

    0.66% of the 13F portfolio, value $2,075,348.

    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 10,528 shares
    Change vs previous 13F +113 shares

    0.61% of the 13F portfolio, value $1,673,161.

    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 10,415 shares
    Change vs previous 13F +161 shares

    0.61% of the 13F portfolio, value $1,685,703.

    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 10,254 shares
    Change vs previous 13F -318 shares

    0.62% of the 13F portfolio, value $1,646,257.

    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 10,572 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,552,164.

    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 10,572 shares
    Change vs previous 13F -160 shares

    0.62% of the 13F portfolio, value $1,367,657.

    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 10,732 shares
    Change vs previous 13F -254 shares

    0.66% of the 13F portfolio, value $1,483,198.

    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 10,986 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,467,731.

    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).