Skip to content
Disclosery

Stonebridge Financial Planning Group, LLC: UCON position timeline

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

Stonebridge Financial Planning Group, LLC held 104,816 UCON 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 104,816 shares
    Change vs previous 13F -9,117 shares

    0.83% of the 13F portfolio, value $2,607,833.

    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 113,933 shares
    Change vs previous 13F +1,194 shares

    1.04% of the 13F portfolio, value $2,822,126.

    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 112,739 shares
    Change vs previous 13F +18,246 shares

    1.02% of the 13F portfolio, value $2,837,638.

    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 94,493 shares
    Change vs previous 13F +33,848 shares

    0.89% of the 13F portfolio, value $2,380,125.

    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 60,645 shares
    Change vs previous 13F +16,464 shares

    0.63% of the 13F portfolio, value $1,509,450.

    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 44,181 shares
    Change vs previous 13F +25,846 shares

    0.5% of the 13F portfolio, value $1,093,478.

    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 18,335 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $451,958.

    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).