Number of Shares
77,377
Previous 54,377 42.3%
Holding current value
$31.7 Million
Previous $13.2 Million 140.51%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026

BUY
N/A
23,000 Added 42.3%
77,377 $31.7 Million
Q3 2025

Oct 20, 2025

BUY
N/A
37,852 Added 229.06%
54,377 $13.2 Million
Q2 2025

Jul 24, 2025

BUY
N/A
7,000 Added 73.49%
16,525 $5.07 Million
Q1 2025

Apr 25, 2025

BUY
N/A
1,224 Added 14.75%
9,525 $18.8 Million
Q4 2024

Jan 29, 2025

BUY
N/A
8,301 New
8,301 $14.6 Million
Track This Portfolio

Track Stonebridge Financial Group, LLC Portfolio

Follow Stonebridge Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Group, LLC with notifications on news.