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Stonebridge Financial Planning Group, LLC: RDVI position timeline

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

Stonebridge Financial Planning Group, LLC held 181,543 RDVI 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 181,543 shares
    Change vs previous 13F -1,185 shares

    1.7% of the 13F portfolio, value $5,337,359.

    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 182,728 shares
    Change vs previous 13F +109,000 shares

    1.71% of the 13F portfolio, value $4,668,706.

    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 73,728 shares
    Change vs previous 13F +3,463 shares

    0.7% of the 13F portfolio, value $1,934,613.

    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 70,265 shares
    Change vs previous 13F +1,569 shares

    0.68% of the 13F portfolio, value $1,816,352.

    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 68,696 shares
    Change vs previous 13F +5,251 shares

    0.71% of the 13F portfolio, value $1,697,484.

    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 63,445 shares
    Change vs previous 13F +8,364 shares

    0.69% of the 13F portfolio, value $1,504,908.

    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 55,081 shares
    Change vs previous 13F +6,926 shares

    0.6% of the 13F portfolio, value $1,335,152.

    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 48,155 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,186,536.

    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).