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Stonebridge Wealth Management, LLC: IHDG position timeline

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

Stonebridge Wealth Management, LLC held 26,244 IHDG 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 26,244 shares
    Change vs previous 13F -1,511 shares

    1.21% of the 13F portfolio, value $1,362,064.

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

  2. period ended2026-06-30
    13F 27,755 shares
    Change vs previous 13F -1,640 shares

    1.3% of the 13F portfolio, value $1,453,807.

    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 29,395 shares
    Change vs previous 13F -1,386 shares

    1.36% of the 13F portfolio, value $1,415,369.

    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 30,781 shares
    Change vs previous 13F -3,351 shares

    1.41% of the 13F portfolio, value $1,497,803.

    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 34,132 shares
    Change vs previous 13F -764 shares

    1.35% of the 13F portfolio, value $1,572,803.

    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 34,896 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $1,572,065.

    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).