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Stonebridge Financial Planning Group, LLC: RDVY position timeline

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

Stonebridge Financial Planning Group, LLC held 74,931 RDVY 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 74,931 shares
    Change vs previous 13F +4,950 shares

    1.93% of the 13F portfolio, value $6,073,892.

    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 69,981 shares
    Change vs previous 13F +6,535 shares

    1.75% of the 13F portfolio, value $4,778,317.

    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 63,446 shares
    Change vs previous 13F +12,215 shares

    1.59% of the 13F portfolio, value $4,407,584.

    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 51,231 shares
    Change vs previous 13F +22,935 shares

    1.29% of the 13F portfolio, value $3,445,800.

    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 28,296 shares
    Change vs previous 13F +7,627 shares

    0.74% of the 13F portfolio, value $1,775,317.

    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 20,669 shares
    Change vs previous 13F +731 shares

    0.55% of the 13F portfolio, value $1,209,952.

    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 19,938 shares
    Change vs previous 13F +1,602 shares

    0.53% of the 13F portfolio, value $1,179,139.

    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 18,336 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,085,682.

    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).