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Stonebridge Financial Planning Group, LLC: NEAR position timeline

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

Stonebridge Financial Planning Group, LLC held 7,240 NEAR 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 7,240 shares
    Change vs previous 13F -1,894 shares

    0.12% of the 13F portfolio, value $366,760.

    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 9,134 shares
    Change vs previous 13F -1,235 shares

    0.17% of the 13F portfolio, value $464,327.

    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 10,369 shares
    Change vs previous 13F +753 shares

    0.19% of the 13F portfolio, value $529,856.

    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 9,616 shares
    Change vs previous 13F -2,300 shares

    0.19% of the 13F portfolio, value $493,108.

    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 11,916 shares
    Change vs previous 13F -256 shares

    0.25% of the 13F portfolio, value $608,882.

    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 12,172 shares
    Change vs previous 13F +178 shares

    0.28% of the 13F portfolio, value $619,175.

    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 11,994 shares
    Change vs previous 13F -2,195 shares

    0.27% of the 13F portfolio, value $605,696.

    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 14,189 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $727,047.

    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).