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Stonebridge Financial Planning Group, LLC: VCIT position timeline

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

Stonebridge Financial Planning Group, LLC held 62,739 VCIT 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 62,739 shares
    Change vs previous 13F -691 shares

    1.65% of the 13F portfolio, value $5,185,355.

    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 63,430 shares
    Change vs previous 13F +2,961 shares

    1.93% of the 13F portfolio, value $5,248,828.

    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 60,469 shares
    Change vs previous 13F +6,031 shares

    1.83% of the 13F portfolio, value $5,064,269.

    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 54,438 shares
    Change vs previous 13F +11,913 shares

    1.72% of the 13F portfolio, value $4,578,801.

    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 42,525 shares
    Change vs previous 13F +1,201 shares

    1.47% of the 13F portfolio, value $3,526,172.

    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 41,324 shares
    Change vs previous 13F +662 shares

    1.54% of the 13F portfolio, value $3,378,639.

    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 40,662 shares
    Change vs previous 13F +2,081 shares

    1.46% of the 13F portfolio, value $3,263,903.

    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 38,581 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $3,231,151.

    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).