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Stonebridge Financial Planning Group, LLC: IGF position timeline

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

Stonebridge Financial Planning Group, LLC held 23,960 IGF 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 23,960 shares
    Change vs previous 13F +1,580 shares

    0.51% of the 13F portfolio, value $1,595,764.

    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 22,380 shares
    Change vs previous 13F +6,796 shares

    0.55% of the 13F portfolio, value $1,499,476.

    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 15,584 shares
    Change vs previous 13F +633 shares

    0.35% of the 13F portfolio, value $956,249.

    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 14,951 shares
    Change vs previous 13F +4,253 shares

    0.34% of the 13F portfolio, value $913,805.

    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 10,698 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $633,322.

    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).