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Stonebridge Financial Planning Group, LLC: SMOT position timeline

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

Stonebridge Financial Planning Group, LLC held 27,841 SMOT 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 27,841 shares
    Change vs previous 13F -3,008 shares

    0.34% of the 13F portfolio, value $1,081,890.

    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 30,849 shares
    Change vs previous 13F -1,325 shares

    0.4% of the 13F portfolio, value $1,085,566.

    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 32,174 shares
    Change vs previous 13F +1,853 shares

    0.42% of the 13F portfolio, value $1,164,688.

    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 30,321 shares
    Change vs previous 13F +1,673 shares

    0.41% of the 13F portfolio, value $1,093,988.

    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 28,648 shares
    Change vs previous 13F -1,934 shares

    0.42% of the 13F portfolio, value $996,956.

    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 30,582 shares
    Change vs previous 13F +14,166 shares

    0.46% of the 13F portfolio, value $1,002,783.

    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 16,416 shares
    Change vs previous 13F +6,423 shares

    0.25% of the 13F portfolio, value $565,859.

    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 9,993 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $350,055.

    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).