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Stonebridge Financial Planning Group, LLC: IHI position timeline

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

Stonebridge Financial Planning Group, LLC held 21,993 IHI 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 21,993 shares
    Change vs previous 13F -4,429 shares

    0.35% of the 13F portfolio, value $1,086,684.

    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 26,422 shares
    Change vs previous 13F -2,655 shares

    0.52% of the 13F portfolio, value $1,409,621.

    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 29,077 shares
    Change vs previous 13F -1,769 shares

    0.65% of the 13F portfolio, value $1,807,114.

    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 30,846 shares
    Change vs previous 13F -1,181 shares

    0.7% of the 13F portfolio, value $1,853,222.

    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 32,027 shares
    Change vs previous 13F -3,662 shares

    0.84% of the 13F portfolio, value $2,006,181.

    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 35,689 shares
    Change vs previous 13F +805 shares

    0.98% of the 13F portfolio, value $2,148,097.

    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 34,884 shares
    Change vs previous 13F -1,180 shares

    0.91% of the 13F portfolio, value $2,035,492.

    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 36,064 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,135,731.

    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).