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Stonebridge Financial Planning Group, LLC: MINT position timeline

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

Stonebridge Financial Planning Group, LLC held 34,790 MINT 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 34,790 shares
    Change vs previous 13F +1,446 shares

    1.12% of the 13F portfolio, value $3,507,179.

    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 33,344 shares
    Change vs previous 13F +2,493 shares

    1.23% of the 13F portfolio, value $3,353,372.

    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 30,851 shares
    Change vs previous 13F +359 shares

    1.12% of the 13F portfolio, value $3,095,603.

    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 30,492 shares
    Change vs previous 13F -1,632 shares

    1.15% of the 13F portfolio, value $3,070,272.

    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 32,124 shares
    Change vs previous 13F -2,302 shares

    1.35% of the 13F portfolio, value $3,229,632.

    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 34,426 shares
    Change vs previous 13F -11,506 shares

    1.58% of the 13F portfolio, value $3,463,975.

    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 45,932 shares
    Change vs previous 13F +3,528 shares

    2.06% of the 13F portfolio, value $4,608,796.

    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 42,404 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $4,269,615.

    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).