Stonebridge Financial Group, LLC / MO historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Stonebridge Financial Group, LLC / MO opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2109198), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Kalehua Capital Management LLC | United States | $0.119B | 23 |
| Kane Co Wealth Management, Inc. | United States | $0.119B | 51 |
| Keenan, LLC | United States | $0.119B | 42 |
| White Knight Strategic Wealth Advisors, LLC | United States | $0.119B | 81 |
| Hudson Portfolio Management LLC | United States | $0.119B | 111 |
| Clientfirst Wealth Management, LLC | United States | $0.118B | 50 |
| McCartney Wealth Management LLC | United States | $0.119B | 65 |
| WORLDLY PARTNERS MANAGEMENT, LLC | United States | $0.118B | 3 |
| M Wealth Management, LLC | United States | $0.119B | 55 |
| Schaeffer Financial LLC | United States | $0.119B | 25 |