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Stonebridge Wealth Management, LLC: DEW position timeline

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

Stonebridge Wealth Management, LLC held 95,907 DEW 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 95,907 shares
    Change vs previous 13F +3,806 shares

    5.88% of the 13F portfolio, value $6,609,921.

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

  2. period ended2026-06-30
    13F 92,101 shares
    Change vs previous 13F +1,065 shares

    5.66% of the 13F portfolio, value $6,326,652.

    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 91,036 shares
    Change vs previous 13F +3,248 shares

    5.79% of the 13F portfolio, value $6,038,357.

    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 87,788 shares
    Change vs previous 13F -3,294 shares

    5.11% of the 13F portfolio, value $5,406,904.

    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 91,082 shares
    Change vs previous 13F -2,318 shares

    4.7% of the 13F portfolio, value $5,477,615.

    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 93,400 shares
    Change vs previous 13F not available

    5.03% of the 13F portfolio, value $5,334,340.

    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).