Stonebridge Financial Planning Group, LLC quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Stonebridge Financial Planning Group, LLC opened 1 positions, added to 0, reduced 0, sold out of 2 and left 0 unchanged. The largest increase in value was JHPI (+$272,711); the largest decrease was JHPI (-$286,410).
- JHPI: Country of operation —; Class PFD INCOME ETF; Shares 2026-03-31 0; Shares 2026-06-30 12,014.
Two Form 13F-HR filings compared (SEC CIK 1802494): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-07-31). 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; share change is the position change.
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