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Stonebridge Financial Planning Group, LLC: IYF position timeline

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

Stonebridge Financial Planning Group, LLC held 3,084 IYF 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 3,084 shares
    Change vs previous 13F -315 shares

    0.13% of the 13F portfolio, value $393,241.

    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 3,399 shares
    Change vs previous 13F -316 shares

    0.15% of the 13F portfolio, value $399,926.

    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 3,715 shares
    Change vs previous 13F +125 shares

    0.17% of the 13F portfolio, value $478,975.

    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 3,590 shares
    Change vs previous 13F -200 shares

    0.17% of the 13F portfolio, value $454,638.

    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 3,790 shares
    Change vs previous 13F -525 shares

    0.19% of the 13F portfolio, value $458,552.

    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 4,315 shares
    Change vs previous 13F -173 shares

    0.22% of the 13F portfolio, value $486,943.

    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 4,488 shares
    Change vs previous 13F +46 shares

    0.22% of the 13F portfolio, value $496,335.

    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 4,442 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $461,480.

    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).