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Stonebridge Wealth Management, LLC: DHS position timeline

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

Stonebridge Wealth Management, LLC held 85,976 DHS 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 85,976 shares
    Change vs previous 13F +262 shares

    8.57% of the 13F portfolio, value $9,626,733.

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

  2. period ended2026-06-30
    13F 85,714 shares
    Change vs previous 13F +197 shares

    8.72% of the 13F portfolio, value $9,744,379.

    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 85,517 shares
    Change vs previous 13F -6,960 shares

    8.95% of the 13F portfolio, value $9,340,167.

    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 92,477 shares
    Change vs previous 13F -3,658 shares

    8.9% of the 13F portfolio, value $9,416,008.

    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 96,135 shares
    Change vs previous 13F -2,335 shares

    8.31% of the 13F portfolio, value $9,685,601.

    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 98,470 shares
    Change vs previous 13F not available

    8.91% of the 13F portfolio, value $9,451,151.

    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).