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Stonebridge Financial Planning Group, LLC: NLR position timeline

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

Stonebridge Financial Planning Group, LLC held 18,455 NLR 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 18,455 shares
    Change vs previous 13F -1,350 shares

    0.68% of the 13F portfolio, value $2,140,434.

    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 19,805 shares
    Change vs previous 13F +853 shares

    0.97% of the 13F portfolio, value $2,637,855.

    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 18,952 shares
    Change vs previous 13F +5,902 shares

    0.85% of the 13F portfolio, value $2,353,864.

    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 13,050 shares
    Change vs previous 13F +5,192 shares

    0.66% of the 13F portfolio, value $1,770,233.

    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 7,858 shares
    Change vs previous 13F +1,555 shares

    0.36% of the 13F portfolio, value $873,652.

    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 6,303 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $461,821.

    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).