Skip to content
Disclosery

Stonebridge Financial Planning Group, LLC: LQD position timeline

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

Stonebridge Financial Planning Group, LLC held 9,951 LQD 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 9,951 shares
    Change vs previous 13F -2,694 shares

    0.35% of the 13F portfolio, value $1,085,327.

    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 12,645 shares
    Change vs previous 13F +814 shares

    0.51% of the 13F portfolio, value $1,378,126.

    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 11,831 shares
    Change vs previous 13F -322 shares

    0.47% of the 13F portfolio, value $1,303,679.

    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 12,153 shares
    Change vs previous 13F +685 shares

    0.51% of the 13F portfolio, value $1,354,744.

    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 11,468 shares
    Change vs previous 13F +245 shares

    0.52% of the 13F portfolio, value $1,257,051.

    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 11,223 shares
    Change vs previous 13F -249 shares

    0.56% of the 13F portfolio, value $1,219,863.

    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 11,472 shares
    Change vs previous 13F -866 shares

    0.55% of the 13F portfolio, value $1,225,670.

    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 12,338 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,393,891.

    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).