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Stonebridge Financial Planning Group, LLC: IYW position timeline

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

Stonebridge Financial Planning Group, LLC held 54,362 IYW 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 54,362 shares
    Change vs previous 13F -543 shares

    4.37% of the 13F portfolio, value $13,711,685.

    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 54,905 shares
    Change vs previous 13F -3,616 shares

    3.66% of the 13F portfolio, value $9,960,824.

    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 58,521 shares
    Change vs previous 13F -2,070 shares

    4.22% of the 13F portfolio, value $11,685,380.

    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 60,591 shares
    Change vs previous 13F -763 shares

    4.46% of the 13F portfolio, value $11,867,271.

    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 61,354 shares
    Change vs previous 13F -1,775 shares

    4.44% of the 13F portfolio, value $10,630,727.

    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 63,129 shares
    Change vs previous 13F -6,067 shares

    4.05% of the 13F portfolio, value $8,865,850.

    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 69,196 shares
    Change vs previous 13F -3,432 shares

    4.93% of the 13F portfolio, value $11,038,104.

    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 72,628 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $11,011,878.

    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).