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Disclosery

Stonebridge Wealth Management, LLC: SNWV position timeline

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

Stonebridge Wealth Management, LLC held 0 SNWV 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 -38,434 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 38,434 shares
    Change vs previous 13F +1,250 shares

    0.34% of the 13F portfolio, value $384,340.

    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 37,184 shares
    Change vs previous 13F -1,200 shares

    0.62% of the 13F portfolio, value $642,911.

    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 38,384 shares
    Change vs previous 13F -8,540 shares

    1.08% of the 13F portfolio, value $1,145,379.

    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 46,924 shares
    Change vs previous 13F -4,681 shares

    1.51% of the 13F portfolio, value $1,758,712.

    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 51,605 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $1,695,740.

    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).