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Stonebridge Financial Planning Group, LLC: SDVD position timeline

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

Stonebridge Financial Planning Group, LLC held 103,280 SDVD 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 103,280 shares
    Change vs previous 13F +6,461 shares

    0.76% of the 13F portfolio, value $2,384,728.

    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 96,819 shares
    Change vs previous 13F -4,979 shares

    0.77% of the 13F portfolio, value $2,100,975.

    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 101,798 shares
    Change vs previous 13F -10,010 shares

    0.79% of the 13F portfolio, value $2,184,589.

    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 111,808 shares
    Change vs previous 13F -17,261 shares

    0.91% of the 13F portfolio, value $2,417,287.

    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 129,069 shares
    Change vs previous 13F +4,358 shares

    1.11% of the 13F portfolio, value $2,647,212.

    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 124,711 shares
    Change vs previous 13F +24,185 shares

    1.14% of the 13F portfolio, value $2,490,484.

    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 100,526 shares
    Change vs previous 13F +22,617 shares

    0.97% of the 13F portfolio, value $2,162,818.

    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 77,909 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,718,679.

    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).