Filer · Institutional
Stonebridge Financial Planning Group,LLC
CIK 0001802494TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001802494-26-000003 · filed 2026-05-08
171
positions
Q4 202513F-HR
0001802494-26-000001 · filed 2026-02-05
168
positions
Q3 202513F-HR
0001802494-25-000003 · filed 2025-11-18
171
positions
Q2 202513F-HR
0001085146-25-004560 · filed 2025-08-06
165
positions
Q1 202513F-HR
0001085146-25-002767 · filed 2025-05-08
161
positions
Q4 202413F-HR
0001085146-25-001734 · filed 2025-02-18
159
positions
Q3 202413F-HR
0001085146-24-005474 · filed 2024-11-08
158
positions
Q2 202413F-HR
0001085146-24-003576 · filed 2024-08-08
153
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.