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Disclosery

Stonebridge Wealth Management, LLC: DES position timeline

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

Stonebridge Wealth Management, LLC held 146,092 DES 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 146,092 shares
    Change vs previous 13F -578 shares

    4.93% of the 13F portfolio, value $5,536,887.

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

  2. period ended2026-06-30
    13F 146,670 shares
    Change vs previous 13F +6,053 shares

    5.34% of the 13F portfolio, value $5,966,536.

    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 140,617 shares
    Change vs previous 13F -6,014 shares

    4.84% of the 13F portfolio, value $5,053,775.

    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 146,631 shares
    Change vs previous 13F -82,482 shares

    4.63% of the 13F portfolio, value $4,904,807.

    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 229,113 shares
    Change vs previous 13F +686 shares

    6.62% of the 13F portfolio, value $7,716,526.

    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 228,427 shares
    Change vs previous 13F not available

    6.84% of the 13F portfolio, value $7,254,842.

    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).