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Disclosery

Stonebridge Wealth Management, LLC: SMTI position timeline

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

Stonebridge Wealth Management, LLC held 0 SMTI 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 0 shares
    Change vs previous 13F -129,452 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 129,452 shares
    Change vs previous 13F -7,447 shares

    2.73% of the 13F portfolio, value $3,053,773.

    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 136,899 shares
    Change vs previous 13F +1,965 shares

    2.25% of the 13F portfolio, value $2,351,925.

    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 134,934 shares
    Change vs previous 13F +20,353 shares

    2.98% of the 13F portfolio, value $3,150,709.

    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 114,581 shares
    Change vs previous 13F -5,082 shares

    3.12% of the 13F portfolio, value $3,635,655.

    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 119,663 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $3,397,233.

    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).