Stonebridge Financial Planning Group, LLC historic quarter change: Foreign Bonds: Other Debt, Reduced
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Stonebridge Financial Planning Group, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802494), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-18); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-18); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). 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 2019-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Autumn Glory Partners, LLC | United States | $0.272B | 329 |
| Trinity Wealth Management, LLC | United States | $0.272B | 72 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | United States | $0.272B | 141 |
| SIMS INVESTMENT MANAGEMENT, LLC | United States | $0.272B | 35 |
| Spinecap SAS | France | $0.272B | 15 |
| Blackhawk Capital Partners, LLC | United States | $0.273B | 141 |
| BOURNE LENT ASSET MANAGEMENT INC | United States | $0.272B | 63 |
| SWAN Capital LLC | United States | $0.272B | 554 |
| RICHARDS, MERRILL & PETERSON, INC. | United States | $0.273B | 283 |
| SELDON CAPITAL LP | United States | $0.272B | 65 |