Skip to content
Disclosery

Stonebridge Financial Planning Group, LLC: FIW position timeline

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

Stonebridge Financial Planning Group, LLC held 17,067 FIW 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 17,067 shares
    Change vs previous 13F -698 shares

    0.6% of the 13F portfolio, value $1,869,174.

    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 17,765 shares
    Change vs previous 13F -388 shares

    0.67% of the 13F portfolio, value $1,832,134.

    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 18,153 shares
    Change vs previous 13F +526 shares

    0.71% of the 13F portfolio, value $1,972,194.

    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 17,627 shares
    Change vs previous 13F +420 shares

    0.74% of the 13F portfolio, value $1,980,338.

    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 17,207 shares
    Change vs previous 13F -978 shares

    0.78% of the 13F portfolio, value $1,857,981.

    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 18,185 shares
    Change vs previous 13F +2 shares

    0.84% of the 13F portfolio, value $1,831,409.

    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 18,183 shares
    Change vs previous 13F +3 shares

    0.83% of the 13F portfolio, value $1,855,616.

    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 18,180 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,987,602.

    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).