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Stonebridge Wealth Management, LLC: SPHD position timeline

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

Stonebridge Wealth Management, LLC held 49,030 SPHD 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 49,030 shares
    Change vs previous 13F +812 shares

    2.1% of the 13F portfolio, value $2,362,265.

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

  2. period ended2026-06-30
    13F 48,218 shares
    Change vs previous 13F -1,263 shares

    2.19% of the 13F portfolio, value $2,451,403.

    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 49,481 shares
    Change vs previous 13F -846 shares

    2.35% of the 13F portfolio, value $2,454,752.

    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 50,327 shares
    Change vs previous 13F -13,897 shares

    2.28% of the 13F portfolio, value $2,415,696.

    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 64,224 shares
    Change vs previous 13F -817 shares

    2.72% of the 13F portfolio, value $3,175,877.

    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 65,041 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $3,093,350.

    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).