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Stonebridge Wealth Management, LLC: USFR position timeline

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

Stonebridge Wealth Management, LLC held 543,194 USFR 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 543,194 shares
    Change vs previous 13F +60,474 shares

    24.35% of the 13F portfolio, value $27,371,538.

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

  2. period ended2026-06-30
    13F 482,720 shares
    Change vs previous 13F +19,719 shares

    21.76% of the 13F portfolio, value $24,304,938.

    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 463,001 shares
    Change vs previous 13F +14,196 shares

    22.34% of the 13F portfolio, value $23,307,483.

    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 448,805 shares
    Change vs previous 13F +50,105 shares

    21.34% of the 13F portfolio, value $22,583,888.

    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 398,700 shares
    Change vs previous 13F -16,156 shares

    17.2% of the 13F portfolio, value $20,042,670.

    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 414,856 shares
    Change vs previous 13F not available

    19.69% of the 13F portfolio, value $20,871,408.

    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).