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Stonebridge Financial Group, LLC

SEC CIK
0002009367
Latest filing
Oct 1, 2026

SHEL holding history

Shell plc in every 13F filed by Stonebridge Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHEL overviewAll 13F holders of SHELFull Q3 2026 holdings

Shares (Q3 2026)
2,498
Value
$237.4K
% of portfolio
<0.1%
Quarters held
4
Since Q4 2024
Holdings of SHEL by Stonebridge Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20262,498$237.4K<0.1%+2,498NewHolders
Q2 20260$00.0%−2,496−100.0%Sold outHolders
Q1 20262,496$232.1K<0.1%+2,496NewHolders
Q2 20250$00.0%−1,598−100.0%Sold outHolders
Q1 20251,598$117.1K<0.1%00.0%UnchangedHolders
Q4 20241,598$100.1K<0.1%–No prior filingHolders