Advertisement
Screener

Stonebridge Wealth Management, LLC Historic Quarter Change: Foreign Bonds: Other Debt, Added

Stonebridge Wealth Management, LLC historic quarter change: Foreign Bonds: Other Debt, Added

In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), over 4 quarters from 2025-06-30 to 2026-06-30, Stonebridge Wealth Management, 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 2082460), 4 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-07); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17). 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 2025-06-30.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Kilner Capital Advisors, LLCUnited States$0.104B18
BFI Wealth Solutions, LLCUnited States$0.104B75
Purewater Capital LLCUnited States$0.104B69
HANSEATIC MANAGEMENT SERVICES INCUnited States$0.104B80
Expect Equity LLCUnited States$0.104B48
Trailhead Planners LLCUnited States$0.104B49
FORTERIS WEALTH MANAGEMENT INC.United States$0.104B68
Breachway Investments LLCUnited States$0.104B96
J.M. Arbour, LLCUnited States$0.104B190
CDM FINANCIAL COUNSELING SERVICES, INC.United States$0.105B80