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Stonebridge Financial Planning Group, LLC: VEA position timeline

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

Stonebridge Financial Planning Group, LLC held 91,505 VEA 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 91,505 shares
    Change vs previous 13F +2,899 shares

    2.08% of the 13F portfolio, value $6,519,734.

    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 88,606 shares
    Change vs previous 13F +6,639 shares

    2.09% of the 13F portfolio, value $5,677,871.

    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 81,967 shares
    Change vs previous 13F +10,775 shares

    1.85% of the 13F portfolio, value $5,120,472.

    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 71,192 shares
    Change vs previous 13F +4,718 shares

    1.6% of the 13F portfolio, value $4,265,837.

    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 66,474 shares
    Change vs previous 13F +2,075 shares

    1.58% of the 13F portfolio, value $3,789,671.

    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 64,399 shares
    Change vs previous 13F +5,284 shares

    1.49% of the 13F portfolio, value $3,273,418.

    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 59,115 shares
    Change vs previous 13F +9,792 shares

    1.26% of the 13F portfolio, value $2,826,864.

    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 49,323 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,604,729.

    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).