$247 Million is the total value of SevenBridge Financial Group, LLC's 142 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 21.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | Apple Incequities | $19,942,000 | -21.4% | 145,857 | +0.4% | 8.06% | -9.5% |
| MSFT | Sell | Microsoft Corpequities | $14,078,000 | -18.1% | 54,813 | -1.7% | 5.69% | -5.7% |
| GOOGL | Buy | Alphabet Inc Aequities | $9,837,000 | -20.2% | 4,514 | +1.9% | 3.98% | -8.1% |
| JNJ | Sell | Johnson & Johnsonequities | $7,499,000 | -0.2% | 42,244 | -0.3% | 3.03% | +15.0% |
| HSY | Sell | The Hershey Coequities | $6,948,000 | -3.1% | 32,294 | -2.4% | 2.81% | +11.6% |
| SCHD | Buy | Schwab US Dividend Equity ETFequities | $6,773,000 | -4.2% | 94,550 | +5.5% | 2.74% | +10.4% |
| AMZN | Buy | Amazon.com Incequities | $6,389,000 | -34.1% | 60,151 | +1921.2% | 2.58% | -24.2% |
| PEP | Sell | PepsiCo Incequities | $5,901,000 | -2.0% | 35,408 | -1.6% | 2.39% | +12.8% |
| PFE | Sell | Pfizer Incequities | $5,033,000 | +1.1% | 95,998 | -0.2% | 2.04% | +16.4% |
| JPM | Buy | JPMorgan Chase & Coequities | $4,860,000 | -15.9% | 43,162 | +1.9% | 1.96% | -3.1% |
| BAC | Buy | Bank of America Corporationequities | $4,485,000 | -22.5% | 144,073 | +2.6% | 1.81% | -10.8% |
| MRK | Sell | Merck & Co Incequities | $4,319,000 | +9.5% | 47,369 | -1.5% | 1.75% | +26.1% |
| CSCO | Buy | Cisco Systems Incequities | $4,120,000 | -22.7% | 96,629 | +1.1% | 1.67% | -11.0% |
| PG | Sell | Procter & Gamble Coequities | $3,859,000 | -8.1% | 26,835 | -2.3% | 1.56% | +5.8% |
| AMGN | Sell | Amgen Incequities | $3,845,000 | -1.2% | 15,804 | -1.8% | 1.56% | +13.8% |
| GLD | Sell | SPDR Gold Sharesequities | $3,731,000 | -11.0% | 22,145 | -4.6% | 1.51% | +2.5% |
| ABT | Buy | Abbott Laboratoriesequities | $3,721,000 | -6.8% | 34,244 | +1.5% | 1.50% | +7.3% |
| TGT | Buy | Target Corpequities | $3,653,000 | -32.4% | 25,867 | +1.6% | 1.48% | -22.1% |
| BDX | Buy | Becton Dickinson and Coequities | $3,610,000 | -7.2% | 14,644 | +0.2% | 1.46% | +6.9% |
| IJR | Sell | iShares Core S&P Small-Capequities | $3,475,000 | -20.3% | 37,601 | -7.0% | 1.40% | -8.2% |
| APD | Buy | Air Products & Chemicals Incequities | $3,278,000 | +0.1% | 13,631 | +4.0% | 1.32% | +15.2% |
| UNH | Sell | UnitedHealth Group Incequities | $3,243,000 | -1.5% | 6,314 | -2.2% | 1.31% | +13.4% |
| VZ | Sell | Verizon Communications Incequities | $3,210,000 | -1.7% | 63,245 | -1.4% | 1.30% | +13.2% |
| ORCL | Buy | Oracle Corpequities | $3,189,000 | -14.7% | 45,635 | +1.0% | 1.29% | -1.8% |
| NSC | Sell | Norfolk Southern Corpequities | $3,186,000 | -21.0% | 14,018 | -0.9% | 1.29% | -9.0% |
| XOM | Buy | Exxon Mobil Corpequities | $3,152,000 | +5.7% | 36,809 | +2.0% | 1.27% | +21.7% |
| WMT | Buy | Wal-Mart Stores Incequities | $3,004,000 | -18.0% | 24,706 | +0.4% | 1.22% | -5.5% |
| PNC | Buy | PNC Financial Services Group Incequities | $2,640,000 | -8.8% | 16,731 | +6.6% | 1.07% | +5.0% |
| BMY | Sell | Bristol-Myers Squibb Companyequities | $2,575,000 | +3.5% | 33,447 | -1.8% | 1.04% | +19.2% |
| FDX | Sell | FedEx Corpequities | $2,565,000 | -2.7% | 11,314 | -0.7% | 1.04% | +12.1% |
| DIS | Buy | Walt Disney Coequities | $2,505,000 | -27.6% | 26,541 | +5.2% | 1.01% | -16.6% |
| New | Raytheon Technologies Ordequities | $2,466,000 | – | 25,655 | +100.0% | 1.00% | – | |
| NSRGY | New | Nestle SA ADRequities | $2,457,000 | – | 21,111 | +100.0% | 0.99% | – |
| V | Sell | Visa Inc Class Aequities | $2,419,000 | -13.9% | 12,286 | -3.0% | 0.98% | -0.8% |
| LMT | Sell | Lockheed Martin Corpequities | $2,337,000 | -6.4% | 5,436 | -4.0% | 0.94% | +7.8% |
| HON | Sell | Honeywell International Incequities | $2,245,000 | -11.7% | 12,919 | -1.2% | 0.91% | +1.7% |
| GD | Buy | General Dynamics Corpequities | $2,187,000 | -8.2% | 9,886 | +0.1% | 0.88% | +5.6% |
| RHHBY | New | Roche Holding AG ADRequities | $2,185,000 | – | 52,375 | +100.0% | 0.88% | – |
| PSX | Sell | Phillips 66equities | $2,034,000 | -7.3% | 24,814 | -2.3% | 0.82% | +6.8% |
| GOOG | Sell | Alphabet Inc Cequities | $2,012,000 | -25.3% | 920 | -4.7% | 0.81% | -14.0% |
| IJH | Sell | iShares Core S&P Mid-Capequities | $1,780,000 | -23.5% | 7,870 | -9.3% | 0.72% | -11.9% |
| ABBV | Sell | AbbVie Incequities | $1,763,000 | -5.6% | 11,508 | -0.1% | 0.71% | +8.7% |
| CVX | Sell | Chevron Corpequities | $1,644,000 | -12.8% | 11,357 | -1.9% | 0.66% | +0.5% |
| KMB | Sell | Kimberly-Clark Corpequities | $1,595,000 | +4.8% | 11,800 | -4.5% | 0.64% | +20.8% |
| PPL | Sell | PPL Corpequities | $1,584,000 | -11.6% | 58,397 | -7.0% | 0.64% | +1.7% |
| UL | Sell | Unilever PLC ADRequities | $1,567,000 | -0.1% | 34,199 | -0.6% | 0.63% | +15.3% |
| CMCSA | Sell | Comcast Corp Class Aequities | $1,546,000 | -18.2% | 39,400 | -2.5% | 0.62% | -5.9% |
| MCD | McDonald s Corpequities | $1,531,000 | -0.1% | 6,200 | 0.0% | 0.62% | +15.1% | |
| SO | Buy | Southern Coequities | $1,526,000 | -1.4% | 21,400 | +0.3% | 0.62% | +13.6% |
| MDLZ | Buy | Mondelez International Inc Class Aequities | $1,508,000 | +3.8% | 24,287 | +4.9% | 0.61% | +19.6% |
| D | Sell | Dominion Resources Incequities | $1,459,000 | -10.2% | 18,280 | -4.3% | 0.59% | +3.5% |
| UPS | Buy | United Parcel Service Inc Class Bequities | $1,422,000 | -14.3% | 7,789 | +0.6% | 0.58% | -1.4% |
| NEE | Sell | NextEra Energy Incequities | $1,416,000 | -11.4% | 18,278 | -3.2% | 0.57% | +2.1% |
| INTC | Sell | Intel Corpequities | $1,305,000 | -26.1% | 34,896 | -2.1% | 0.53% | -14.8% |
| CFG | Buy | Citizens Financial Group Incequities | $1,263,000 | +28.1% | 35,397 | +62.7% | 0.51% | +47.7% |
| NVS | Buy | Novartis Agequities | $1,223,000 | -3.5% | 14,467 | +0.1% | 0.50% | +11.2% |
| SHY | Sell | iShares 1-3 Year Treasury Bondequities | $1,194,000 | -20.2% | 14,417 | -19.7% | 0.48% | -8.2% |
| NVDA | Sell | NVIDIA Corpequities | $1,189,000 | -46.2% | 7,845 | -3.2% | 0.48% | -38.1% |
| GIS | Buy | General Mills Incequities | $1,146,000 | +12.2% | 15,188 | +0.7% | 0.46% | +29.3% |
| USB | Sell | US Bancorpequities | $1,142,000 | -20.5% | 24,814 | -8.2% | 0.46% | -8.3% |
| FB | Buy | Meta Platforms Inc Class Aequities | $1,138,000 | +6.1% | 7,059 | +46.2% | 0.46% | +22.0% |
| MS | Sell | Morgan Stanleyequities | $1,113,000 | -14.0% | 14,639 | -1.1% | 0.45% | -0.9% |
| MDT | Buy | Medtronic PLCequities | $1,068,000 | -14.0% | 11,900 | +6.3% | 0.43% | -0.9% |
| NKE | Buy | Nike Inc Bequities | $1,047,000 | -23.5% | 10,244 | +0.7% | 0.42% | -12.1% |
| UBER | Buy | Uber Technologies Incequities | $1,010,000 | -13.0% | 49,365 | +51.7% | 0.41% | 0.0% |
| UNP | Union Pacific Corpequities | $985,000 | -21.9% | 4,618 | 0.0% | 0.40% | -10.2% | |
| IBM | Sell | International Business Machines Corpequities | $970,000 | +3.3% | 6,872 | -4.8% | 0.39% | +18.8% |
| QCOM | Buy | QUALCOMM Incequities | $962,000 | +1.9% | 7,532 | +21.9% | 0.39% | +17.5% |
| TXN | Buy | Texas Instruments Incequities | $952,000 | -10.0% | 6,195 | +7.5% | 0.38% | +3.8% |
| GS | Buy | Goldman Sachs Group Incequities | $932,000 | +12.7% | 3,137 | +25.2% | 0.38% | +30.0% |
| CSL | Carlisle Companies Incequities | $887,000 | -3.1% | 3,719 | 0.0% | 0.36% | +11.8% | |
| ACN | Sell | Accenture PLC Aequities | $878,000 | -18.4% | 3,162 | -0.9% | 0.36% | -6.1% |
| CAT | Buy | Caterpillar Incequities | $875,000 | -16.2% | 4,894 | +4.5% | 0.35% | -3.5% |
| SBUX | Buy | Starbucks Corpequities | $801,000 | +29.4% | 10,489 | +54.1% | 0.32% | +49.3% |
| SDY | Buy | SPDR S&P Dividend ETFequities | $773,000 | -7.3% | 6,517 | +0.1% | 0.31% | +6.8% |
| ADI | Sell | Analog Devices Incequities | $701,000 | -13.7% | 4,796 | -2.4% | 0.28% | -0.7% |
| LOW | Lowe s Companies Incequities | $688,000 | -13.6% | 3,936 | 0.0% | 0.28% | -0.4% | |
| NEM | Sell | Newmont Mining Corpequities | $676,000 | -30.4% | 11,325 | -7.3% | 0.27% | -19.9% |
| FANG | Buy | Diamondback Energyequities | $671,000 | +9.3% | 5,536 | +23.7% | 0.27% | +25.5% |
| CMI | Sell | Cummins Incequities | $667,000 | -9.4% | 3,446 | -4.0% | 0.27% | +4.7% |
| HD | Buy | The Home Depot Incequities | $665,000 | +10.6% | 2,423 | +20.7% | 0.27% | +27.5% |
| SHW | Buy | Sherwin-Williams Coequities | $661,000 | -9.6% | 2,954 | +0.8% | 0.27% | +3.9% |
| DUK | Buy | Duke Energy Corpequities | $648,000 | +8.4% | 6,048 | +13.0% | 0.26% | +24.8% |
| LHX | Sell | L3Harris Technologies Ordequities | $627,000 | -8.7% | 2,595 | -6.1% | 0.25% | +5.4% |
| T | Sell | AT&T Incequities | $616,000 | -13.4% | 29,375 | -2.3% | 0.25% | -0.4% |
| SYY | Sysco Corpequities | $606,000 | +3.8% | 7,155 | 0.0% | 0.24% | +19.5% | |
| C | Sell | Citigroup Incequities | $582,000 | -30.6% | 12,662 | -19.4% | 0.24% | -20.3% |
| EMR | Emerson Electric Coequities | $571,000 | -18.9% | 7,184 | 0.0% | 0.23% | -6.5% | |
| REGN | Sell | Regeneron Pharmaceuticals Incequities | $570,000 | -41.2% | 965 | -30.4% | 0.23% | -32.4% |
| PPG | Sell | PPG Industries Incequities | $546,000 | -15.1% | 4,778 | -2.6% | 0.22% | -2.2% |
| LLY | Eli Lilly and Coequities | $525,000 | +13.1% | 1,619 | 0.0% | 0.21% | +30.1% | |
| AMAT | Sell | Applied Materials Incequities | $493,000 | -42.6% | 5,419 | -16.9% | 0.20% | -34.1% |
| SAP | Buy | SAP SE ADRequities | $482,000 | +38.9% | 5,314 | +69.8% | 0.20% | +59.8% |
| MTB | Sell | M&T Bank Corpequities | $446,000 | -18.0% | 2,800 | -12.8% | 0.18% | -5.8% |
| ODFL | Sell | Old Dominion Freight Lines Incequities | $432,000 | -14.5% | 1,687 | -0.3% | 0.18% | -1.1% |
| KO | Sell | Coca-Cola Coequities | $434,000 | -4.2% | 6,903 | -5.6% | 0.18% | +10.1% |
| ENB | Buy | Enbridge Inc Comequities | $428,000 | -5.1% | 10,130 | +3.5% | 0.17% | +9.5% |
| BRO | Buy | Brown & Brown Incequities | $405,000 | +14.4% | 6,948 | +41.9% | 0.16% | +32.3% |
| ADP | Automatic Data Processing Incequities | $405,000 | -7.5% | 1,927 | 0.0% | 0.16% | +6.5% | |
| ETN | Eaton Corp PLCequities | $389,000 | -17.1% | 3,091 | 0.0% | 0.16% | -4.8% | |
| VRTX | Sell | Vertex Pharmaceuticals Incequities | $383,000 | +1.3% | 1,360 | -6.2% | 0.16% | +16.5% |
| MDY | SPDR S&P MidCap 400 ETFequities | $379,000 | -15.8% | 917 | 0.0% | 0.15% | -3.2% | |
| SCHG | Buy | Schwab US Large-Cap Growth ETFequities | $374,000 | -13.0% | 6,444 | +12.0% | 0.15% | 0.0% |
| CL | Buy | Colgate-Palmolive Coequities | $358,000 | +51.1% | 4,472 | +43.1% | 0.14% | +74.7% |
| CRSP | Buy | Crispr Therapeuticsequities | $351,000 | +12.5% | 5,776 | +16.2% | 0.14% | +29.1% |
| PAYX | Paychex Incequities | $343,000 | -16.5% | 3,008 | 0.0% | 0.14% | -3.5% | |
| EPAM | New | EPAM Systems Incequities | $345,000 | – | 1,172 | +100.0% | 0.14% | – |
| ZBH | Sell | Zimmer Biomet Holdings Incequities | $342,000 | -19.3% | 3,251 | -2.0% | 0.14% | -7.4% |
| VMC | Sell | Vulcan Materials Coequities | $341,000 | -29.7% | 2,399 | -9.2% | 0.14% | -18.8% |
| CLX | Buy | Clorox Coequities | $341,000 | +68.0% | 2,416 | +65.8% | 0.14% | +94.4% |
| PM | Philip Morris International Incequities | $318,000 | +5.3% | 3,216 | 0.0% | 0.13% | +21.7% | |
| MUB | iShares National Muni Bond ETFequities | $313,000 | -3.1% | 2,945 | 0.0% | 0.13% | +12.4% | |
| SPY | SPDR S&P 500 ETFequities | $312,000 | -16.6% | 828 | 0.0% | 0.13% | -3.8% | |
| AVGO | Sell | Broadcom Ltdequities | $303,000 | -33.1% | 623 | -13.5% | 0.12% | -22.6% |
| ITW | Sell | Illinois Tool Works Incequities | $297,000 | -14.9% | 1,631 | -2.0% | 0.12% | -2.4% |
| EW | Sell | Edwards Lifesciences Corpequities | $289,000 | -21.0% | 3,034 | -2.4% | 0.12% | -8.6% |
| ANTM | Buy | Anthem Incequities | $277,000 | +25.9% | 573 | +27.9% | 0.11% | +45.5% |
| Sell | SHELL ADR EACH REP 2 ORD WIequities | $277,000 | -8.3% | 5,301 | -3.6% | 0.11% | +5.7% | |
| PYPL | Sell | PayPal Holdings Incequities | $269,000 | -44.4% | 3,850 | -8.0% | 0.11% | -35.9% |
| BFB | Brown-Forman Corpequities | $267,000 | +4.7% | 3,802 | 0.0% | 0.11% | +20.0% | |
| BRKB | Sell | Berkshire Hathawayequities | $262,000 | -32.8% | 961 | -13.1% | 0.11% | -22.6% |
| DOW | Buy | Dow Chemical Coequities | $259,000 | -17.3% | 5,011 | +2.0% | 0.10% | -4.5% |
| AFL | Sell | Aflac Incequities | $255,000 | -16.9% | 4,616 | -3.2% | 0.10% | -4.6% |
| TFC | Sell | Truist Finl Corp Comequities | $253,000 | -18.1% | 5,339 | -2.1% | 0.10% | -5.6% |
| New | GXO Logistics Incequities | $252,000 | – | 5,826 | +100.0% | 0.10% | – | |
| TTE | New | Total Saequities | $244,000 | – | 4,628 | +100.0% | 0.10% | – |
| SYK | Stryker Corpequities | $246,000 | -25.7% | 1,238 | 0.0% | 0.10% | -14.7% | |
| DFS | Sell | Discover Financial Servicesequities | $246,000 | -20.1% | 2,598 | -7.1% | 0.10% | -8.3% |
| COG | Sell | Cabot Oil & Gas Corpequities | $243,000 | -28.1% | 9,420 | -24.9% | 0.10% | -17.6% |
| AOS | New | A.O. Smith Corpequities | $238,000 | – | 4,346 | +100.0% | 0.10% | – |
| BLK | New | BlackRock Incequities | $236,000 | – | 387 | +100.0% | 0.10% | – |
| SWK | New | Stanley Black & Decker Incequities | $219,000 | – | 2,093 | +100.0% | 0.09% | – |
| AMD | Buy | Advanced Micro Devicequities | $218,000 | -10.3% | 2,847 | +28.3% | 0.09% | +3.5% |
| TM | Toyota Motor Corporation Adsequities | $216,000 | -14.6% | 1,403 | 0.0% | 0.09% | -2.2% | |
| K | Sell | Kellogg Coequities | $214,000 | +0.9% | 3,003 | -8.6% | 0.09% | +17.6% |
| IEMG | Sell | iShares Core MSCI Emerging Markets ETFequities | $215,000 | -25.1% | 4,382 | -15.1% | 0.09% | -13.9% |
| SCHF | Sell | Schwab Internationalequities | $211,000 | -38.8% | 6,710 | -28.6% | 0.08% | -29.8% |
| SLB | New | Schlumberger Ltdequities | $211,000 | – | 5,903 | +100.0% | 0.08% | – |
| PGR | Sell | Progressive Corpequities | $205,000 | -28.6% | 1,765 | -29.8% | 0.08% | -17.8% |
| IEUR | iShares Core MSCI Europe ETFequities | $201,000 | -15.9% | 4,479 | 0.0% | 0.08% | -3.6% | |
| NVTA | Sell | Invitae Corpequities | $94,000 | -70.7% | 38,599 | -4.0% | 0.04% | -66.4% |
| NAK | Buy | Northern Dynasty Minerals Ltdequities | $8,000 | -27.3% | 31,452 | +14.8% | 0.00% | -25.0% |
| NVG | Exit | Nuveen AMT-Free Muni Credit Inc | $0 | – | -10,709 | -100.0% | -0.06% | – |
| VFC | Exit | VF Corp | $0 | – | -3,518 | -100.0% | -0.07% | – |
| LNG | Exit | Cheniere Energy Inc | $0 | – | -1,450 | -100.0% | -0.07% | – |
| AXP | Exit | American Express Co | $0 | – | -1,076 | -100.0% | -0.07% | – |
| BP | Exit | BP PLC ADRsponsored adr | $0 | – | -6,993 | -100.0% | -0.07% | – |
| MKC | Exit | McCormick & Co Inc Non-Voting | $0 | – | -2,162 | -100.0% | -0.08% | – |
| TSLA | Exit | Tesla Motors Inc | $0 | – | -206 | -100.0% | -0.08% | – |
| TSM | Exit | Taiwan Semiconductor Manufacturing Co Ltdsponsored ads | $0 | – | -2,123 | -100.0% | -0.08% | – |
| GSK | Exit | GlaxoSmithKline PLC ADRsponsored adr | $0 | – | -5,167 | -100.0% | -0.08% | – |
| LRCX | Exit | Lam Research Corp | $0 | – | -425 | -100.0% | -0.08% | – |
| VEA | Exit | Vanguard FTSE Developed Markets ETFftse dev mkt etf | $0 | – | -4,784 | -100.0% | -0.08% | – |
| BA | Exit | Boeing Co | $0 | – | -1,290 | -100.0% | -0.09% | – |
| MO | Exit | Altria Group Inc | $0 | – | -5,519 | -100.0% | -0.10% | – |
| SNOW | Exit | Snowflake Cl A Ordcl a | $0 | – | -1,265 | -100.0% | -0.10% | – |
| SUB | Exit | iShares Short-Term National Muni Bondshrt nat mun etf | $0 | – | -2,903 | -100.0% | -0.11% | – |
| IEFA | Exit | iShares Core MSCI EAFEcore msci eafe | $0 | – | -4,659 | -100.0% | -0.11% | – |
| NEA | Exit | Nuveen AMT-Free Quality Muni Inc | $0 | – | -33,717 | -100.0% | -0.16% | – |
| GM | Exit | General Motors Co | $0 | – | -10,530 | -100.0% | -0.16% | – |
| IVV | Exit | iShares Core S&P 500core s&p500 etf | $0 | – | -1,020 | -100.0% | -0.16% | – |
| NQP | Exit | Nuveen PA Quality Muni Inc | $0 | – | -36,831 | -100.0% | -0.17% | – |
| VPV | Exit | Invesco PA Value Muni Income Trust | $0 | – | -42,658 | -100.0% | -0.18% | – |
| TS | Exit | Tenaris SA ADRsponsored ads | $0 | – | -23,581 | -100.0% | -0.25% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -7,621 | -100.0% | -0.46% | – |
| RTX | Exit | Raytheon Technologies Ord | $0 | – | -25,184 | -100.0% | -0.88% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Alphabet Inc Class A Common Stock | 31 | Q3 2023 | 4.3% |
| PFIZER INC COM | 31 | Q3 2023 | 2.2% |
| HONEYWELL INTL INC COM | 31 | Q3 2023 | 1.1% |
| Visa Inc Class A | 31 | Q3 2023 | 1.2% |
| LOCKHEED MARTIN CORP | 31 | Q3 2023 | 1.1% |
| Walt Disney Co | 31 | Q3 2023 | 1.7% |
| Usbancorp Del Com | 31 | Q3 2023 | 1.1% |
| Meta Platforms Inc Class A | 31 | Q3 2023 | 1.1% |
| Bristol-Myers Squibb Company | 31 | Q3 2023 | 1.1% |
| NEXTERA ENERGY INC COM | 31 | Q3 2023 | 1.2% |
View SevenBridge Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-15 |
| 13F-HR/A | 2022-01-20 |
| 13F-HR | 2022-01-20 |
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.