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Stonebridge Financial Planning Group, LLCETFConcentrated long-term

CIK: 0001802494 | ORLANDO, FL

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR183$313.9M2026-07-31SEC ↗
Q1 2026
13F-HR171$272.3M2026-05-08SEC ↗
Q4 2025
13F-HR168$277.0M2026-02-05SEC ↗
Q3 2025
13F-HR171$266.3M2025-11-18SEC ↗
Q2 2025
13F-HR165$239.5M2025-08-06SEC ↗
Q1 2025
13F-HR161$219.0M2025-05-08SEC ↗
Q4 2024
13F-HR159$223.9M2025-02-18SEC ↗
Q3 2024
13F-HR158$209.9M2024-11-08SEC ↗
Q2 2024
13F-HR153$199.0M2024-08-08SEC ↗
Q1 2024
13F-HR151$189.1M2024-05-13SEC ↗
Q4 2023
13F-HR148$173.8M2024-02-05SEC ↗
Q3 2023
13F-HR137$155.9M2023-11-08SEC ↗
Q2 2023
13F-HR132$164.1M2023-08-11SEC ↗
Q1 2023
13F-HR122$154.9M2023-05-04SEC ↗
Q4 2022
13F-HR123$150.2M2023-01-19SEC ↗
Q3 2022
13F-HR115$5.8M2022-11-01SEC ↗
Q2 2022
13F-HR111$4.7M2022-08-01SEC ↗
Q1 2022
13F-HR110$4.7M2022-05-10SEC ↗
Q4 2021
13F-HR411$238.6K2022-02-02SEC ↗
Q3 2021
13F-HR413$204.4K2021-11-08SEC ↗
Q2 2021
13F-HR429$390.4K2021-07-28SEC ↗
Q1 2021
13F-HR438$3.5M2021-05-06SEC ↗
Q4 2020
13F-HR399$4.5M2021-01-27SEC ↗
Q3 2020
13F-HR390$146.1K2020-10-26SEC ↗
Q2 2020
13F-HR395$2.5M2020-07-24SEC ↗
Q1 2020
13F-HR414$108.3K2020-04-15SEC ↗
Q4 2019
13F-HR365$3.5M2020-02-07SEC ↗