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Stonebridge Financial Planning Group, LLC: SPHY position timeline

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

Stonebridge Financial Planning Group, LLC held 252,723 SPHY 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 252,723 shares
    Change vs previous 13F +2,529 shares

    1.89% of the 13F portfolio, value $5,923,834.

    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 250,194 shares
    Change vs previous 13F +16,620 shares

    2.14% of the 13F portfolio, value $5,834,521.

    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 233,574 shares
    Change vs previous 13F +31,497 shares

    2% of the 13F portfolio, value $5,528,687.

    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 202,077 shares
    Change vs previous 13F +69,190 shares

    1.82% of the 13F portfolio, value $4,837,725.

    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 132,887 shares
    Change vs previous 13F +42,698 shares

    1.32% of the 13F portfolio, value $3,162,705.

    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 90,189 shares
    Change vs previous 13F +30,256 shares

    0.96% of the 13F portfolio, value $2,112,229.

    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 59,933 shares
    Change vs previous 13F +9,319 shares

    0.63% of the 13F portfolio, value $1,406,620.

    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 50,614 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,217,268.

    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).