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Stonebridge Financial Planning Group, LLC: SPHQ position timeline

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

Stonebridge Financial Planning Group, LLC held 119,757 SPHQ 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 119,757 shares
    Change vs previous 13F -2,300 shares

    3.44% of the 13F portfolio, value $10,790,121.

    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 122,057 shares
    Change vs previous 13F -1,467 shares

    3.37% of the 13F portfolio, value $9,177,467.

    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 123,524 shares
    Change vs previous 13F +1,346 shares

    3.35% of the 13F portfolio, value $9,270,465.

    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 122,178 shares
    Change vs previous 13F +1,630 shares

    3.36% of the 13F portfolio, value $8,954,420.

    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 120,548 shares
    Change vs previous 13F +120 shares

    3.59% of the 13F portfolio, value $8,590,258.

    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 120,428 shares
    Change vs previous 13F +1,422 shares

    3.65% of the 13F portfolio, value $7,989,191.

    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 119,006 shares
    Change vs previous 13F +123 shares

    3.56% of the 13F portfolio, value $7,976,944.

    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 118,883 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $7,997,279.

    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).