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Stonebridge Wealth Management, LLC: DDLS position timeline

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

Stonebridge Wealth Management, LLC held 232,271 DDLS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 232,271 shares
    Change vs previous 13F +4,703 shares

    9.36% of the 13F portfolio, value $10,516,052.

    13F-HR 0001754960-26-000833 filed by Stonebridge Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 227,568 shares
    Change vs previous 13F +4,983 shares

    8.98% of the 13F portfolio, value $10,024,821.

    13F-HR 0001754960-26-000551 filed by Stonebridge Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 222,585 shares
    Change vs previous 13F -5,993 shares

    9.27% of the 13F portfolio, value $9,673,556.

    13F-HR 0001754960-26-000270 filed by Stonebridge Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 228,578 shares
    Change vs previous 13F -6,768 shares

    9.28% of the 13F portfolio, value $9,824,303.

    13F-HR 0001754960-26-000013 filed by Stonebridge Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 235,346 shares
    Change vs previous 13F +1,215 shares

    8.47% of the 13F portfolio, value $9,870,394.

    13F-HR 0001754960-25-000680 filed by Stonebridge Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 234,131 shares
    Change vs previous 13F not available

    8.72% of the 13F portfolio, value $9,248,175.

    13F-HR 0001754960-25-000623 filed by Stonebridge Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).