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Disclosery

Stonebridge Wealth Management, LLC: DEM position timeline

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

Stonebridge Wealth Management, LLC held 96,845 DEM 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 96,845 shares
    Change vs previous 13F +757 shares

    4.77% of the 13F portfolio, value $5,356,514.

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

  2. period ended2026-06-30
    13F 96,088 shares
    Change vs previous 13F +478 shares

    4.63% of the 13F portfolio, value $5,168,574.

    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 95,610 shares
    Change vs previous 13F -2,904 shares

    4.55% of the 13F portfolio, value $4,750,861.

    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 98,514 shares
    Change vs previous 13F -4,094 shares

    4.35% of the 13F portfolio, value $4,601,589.

    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 102,608 shares
    Change vs previous 13F -573 shares

    4.05% of the 13F portfolio, value $4,718,942.

    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 103,181 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $4,673,067.

    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).