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Stonebridge Financial Planning Group, LLC: SDVY position timeline

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

Stonebridge Financial Planning Group, LLC held 60,154 SDVY 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 60,154 shares
    Change vs previous 13F +1,492 shares

    0.83% of the 13F portfolio, value $2,595,036.

    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 58,662 shares
    Change vs previous 13F +1,951 shares

    0.85% of the 13F portfolio, value $2,313,059.

    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 56,711 shares
    Change vs previous 13F -790 shares

    0.78% of the 13F portfolio, value $2,173,156.

    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 57,501 shares
    Change vs previous 13F -791 shares

    0.82% of the 13F portfolio, value $2,186,161.

    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 58,292 shares
    Change vs previous 13F +747 shares

    0.86% of the 13F portfolio, value $2,056,547.

    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 57,545 shares
    Change vs previous 13F +7,613 shares

    0.88% of the 13F portfolio, value $1,927,759.

    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 49,932 shares
    Change vs previous 13F +11,871 shares

    0.8% of the 13F portfolio, value $1,790,073.

    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 38,061 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,384,649.

    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).