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Stonebridge Financial Planning Group, LLC: FGD position timeline

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

Stonebridge Financial Planning Group, LLC held 245,523 FGD 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 245,523 shares
    Change vs previous 13F +24,461 shares

    2.5% of the 13F portfolio, value $7,854,292.

    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 221,062 shares
    Change vs previous 13F +29,849 shares

    2.59% of the 13F portfolio, value $7,058,520.

    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 191,213 shares
    Change vs previous 13F +50,443 shares

    2.09% of the 13F portfolio, value $5,788,005.

    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 140,770 shares
    Change vs previous 13F +83,787 shares

    1.52% of the 13F portfolio, value $4,047,136.

    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 56,983 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,569,305.

    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).