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Stonebridge Financial Planning Group, LLC: TECB position timeline

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

Stonebridge Financial Planning Group, LLC held 35,170 TECB 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 35,170 shares
    Change vs previous 13F -1,034 shares

    0.8% of the 13F portfolio, value $2,523,473.

    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 36,204 shares
    Change vs previous 13F -964 shares

    0.74% of the 13F portfolio, value $2,008,611.

    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 37,168 shares
    Change vs previous 13F +410 shares

    0.82% of the 13F portfolio, value $2,262,805.

    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 36,758 shares
    Change vs previous 13F +3,089 shares

    0.83% of the 13F portfolio, value $2,218,771.

    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 33,669 shares
    Change vs previous 13F -1,646 shares

    0.81% of the 13F portfolio, value $1,931,267.

    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 35,315 shares
    Change vs previous 13F +4,329 shares

    0.79% of the 13F portfolio, value $1,726,891.

    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 30,986 shares
    Change vs previous 13F +8,275 shares

    0.74% of the 13F portfolio, value $1,648,142.

    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 22,711 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,163,466.

    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).