Skip to main content
Livermore
Livermore
ZHEN

Stonebridge Financial Planning Group, LLC

SEC CIK
0001802494
Latest filing
Jul 31, 2026

EXG holding history

Eaton Vance Tax-Managed Global Diversified Equity Income Fund in every 13F filed by Stonebridge Financial Planning Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXG overviewAll 13F holders of EXGFull Q2 2026 holdings

Shares (Q2 2026)
28,138
Value
$276.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of EXG by Stonebridge Financial Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,138$276.0K0.1%+64+0.2%AddedHolders
Q1 202628,074$243.1K0.1%+65+0.2%AddedHolders
Q4 202528,009$266.9K0.1%+63+0.2%AddedHolders
Q3 202527,946$254.3K0.1%+65+0.2%AddedHolders
Q2 202527,881$244.0K0.1%+66+0.2%AddedHolders
Q1 202527,815$226.4K0.1%+66+0.2%AddedHolders
Q4 202427,749$226.7K0.1%+64+0.2%AddedHolders
Q3 202427,685$241.4K0.1%+61+0.2%AddedHolders
Q2 202427,624$233.4K0.1%+62+0.2%AddedHolders
Q1 202427,562$224.9K0.1%+53+0.2%AddedHolders
Q4 202327,509$212.4K0.1%+56+0.2%AddedHolders
Q3 202327,453$202.3K0.1%+52+0.2%AddedHolders
Q2 202327,401$217.0K0.1%+50+0.2%AddedHolders
Q1 202327,351$213.6K0.1%+50+0.2%AddedHolders
Q4 202227,301$206.1K0.1%−3,447−11.2%ReducedHolders
Q3 202230,748$223.0K0.2%+57+0.2%AddedHolders
Q2 202230,691$237.0K0.2%+36+0.1%AddedHolders
Q1 202230,655$298.0K0.2%+31+0.1%AddedHolders
Q4 202130,624$298.0K0.2%−471−1.5%ReducedHolders
Q3 202131,095$331.0K0.2%−1,447−4.4%ReducedHolders
Q2 202132,542$331.0K0.2%−4,935−13.2%ReducedHolders
Q1 202137,477$356.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.