Stonebridge Wealth Management, LLC: DTH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stonebridge Wealth Management, LLC on DTH, newest first. How the timeline and the estimate are built.
Stonebridge Wealth Management, LLC held 150,012 DTH shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 150,012 sharesChange vs previous 13F +2,046 shares
7.45% of the 13F portfolio, value $8,372,183.
13F-HR 0001754960-26-000833 filed by Stonebridge Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 147,966 sharesChange vs previous 13F +3,208 shares
7.17% of the 13F portfolio, value $8,006,440.
13F-HR 0001754960-26-000551 filed by Stonebridge Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 144,758 sharesChange vs previous 13F -2,965 shares
7.5% of the 13F portfolio, value $7,829,960.
13F-HR 0001754960-26-000270 filed by Stonebridge Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 147,723 sharesChange vs previous 13F -1,750 shares
7.2% of the 13F portfolio, value $7,623,186.
13F-HR 0001754960-26-000013 filed by Stonebridge Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 149,473 sharesChange vs previous 13F +1,339 shares
6.3% of the 13F portfolio, value $7,346,867.
13F-HR 0001754960-25-000680 filed by Stonebridge Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 148,134 sharesChange vs previous 13F not available
6.47% of the 13F portfolio, value $6,863,596.
13F-HR 0001754960-25-000623 filed by Stonebridge Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).