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Stonebridge Financial Planning Group, LLC: JHPI position timeline

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

Stonebridge Financial Planning Group, LLC held 12,014 JHPI 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 12,014 shares
    Change vs previous 13F -670 shares

    0.09% of the 13F portfolio, value $272,711.

    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 12,684 shares
    Change vs previous 13F +7 shares

    0.11% of the 13F portfolio, value $286,410.

    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 12,677 shares
    Change vs previous 13F +17 shares

    0.1% of the 13F portfolio, value $289,501.

    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 12,660 shares
    Change vs previous 13F +2,010 shares

    0.11% of the 13F portfolio, value $293,330.

    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 10,650 shares
    Change vs previous 13F +1,368 shares

    0.1% of the 13F portfolio, value $240,100.

    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 9,282 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $208,007.

    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).