Skip to content
Disclosery

Stonebridge Financial Planning Group, LLC: FDHY position timeline

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

Stonebridge Financial Planning Group, LLC held 13,431 FDHY 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 13,431 shares
    Change vs previous 13F -362 shares

    0.21% of the 13F portfolio, value $658,546.

    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 13,793 shares
    Change vs previous 13F -2,289 shares

    0.25% of the 13F portfolio, value $669,522.

    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 16,082 shares
    Change vs previous 13F -1,137 shares

    0.29% of the 13F portfolio, value $793,329.

    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 17,219 shares
    Change vs previous 13F -2,200 shares

    0.32% of the 13F portfolio, value $848,921.

    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 19,419 shares
    Change vs previous 13F -1,243 shares

    0.4% of the 13F portfolio, value $948,639.

    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 20,662 shares
    Change vs previous 13F -1,269 shares

    0.45% of the 13F portfolio, value $992,589.

    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 21,931 shares
    Change vs previous 13F -1,506 shares

    0.47% of the 13F portfolio, value $1,058,155.

    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 23,437 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,155,700.

    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).