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Stonebridge Wealth Management, LLC: GARP position timeline

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

Stonebridge Wealth Management, LLC held 28,014 GARP 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 28,014 shares
    Change vs previous 13F -1,669 shares

    2.13% of the 13F portfolio, value $2,388,474.

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

  2. period ended2026-06-30
    13F 29,683 shares
    Change vs previous 13F -424 shares

    2.19% of the 13F portfolio, value $2,450,332.

    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 30,107 shares
    Change vs previous 13F +218 shares

    1.85% of the 13F portfolio, value $1,925,945.

    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 29,889 shares
    Change vs previous 13F -4,774 shares

    1.92% of the 13F portfolio, value $2,035,441.

    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 34,663 shares
    Change vs previous 13F -244 shares

    1.95% of the 13F portfolio, value $2,275,279.

    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 34,907 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,107,685.

    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).