| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Alphabet Inc Class A Common Stock | 34 | Q2 2024 | 4.3% |
| PFIZER INC COM | 34 | Q2 2024 | 2.2% |
| Visa Inc Class A | 34 | Q2 2024 | 1.2% |
| HONEYWELL INTL INC COM | 34 | Q2 2024 | 1.1% |
| LOCKHEED MARTIN CORP | 34 | Q2 2024 | 1.1% |
| Walt Disney Co | 34 | Q2 2024 | 1.7% |
| Meta Platforms Inc Class A | 34 | Q2 2024 | 1.2% |
| Usbancorp Del Com | 34 | Q2 2024 | 1.1% |
| Bristol-Myers Squibb Company | 34 | Q2 2024 | 1.1% |
| SHERWIN WILLIAMS CO COM | 34 | Q2 2024 | 1.0% |
View SevenBridge Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-08-09 |
| N-PX | 2024-07-08 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-17 |
View SevenBridge Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.