Stonebridge-Financial-Planning-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
161
Total Value
219045451
Accession Number
0001085146-25-002767
Form Type
13F-HR
Manager Name
Stonebridge-Financial-Planning-Group
Data Enrichment
46% identified
74 identified87 unidentified

Holdings

161 positions • $219.0M total value
Manager:
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Page 9 of 9
46436E718
Shares:2.0K
Value:$201.3K
% of Portfolio:0.1% ($201.3K/$219.0M)