Current Market Value 567,237,219
Current Holdings 218
Most Recent File Date 2025-09-04
Total Filings on Record 40
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by SevenBridge Financial Group, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-09-04 2025-06-30 13F-HR 218 567,237
2025-05-13 2025-03-31 13F-HR 220 508,237
2025-02-12 2024-12-31 13F-HR 222 528,648
2024-11-12 2024-09-30 13F-HR 223 519,118
2024-08-09 2024-06-30 13F-HR 207 452,156
2024-05-10 2024-03-31 13F-HR 200 441,385
2024-01-22 2023-12-31 13F-HR 191 423,314
2023-10-25 2023-09-30 13F-HR 184 386,962
2023-07-26 2023-06-30 13F-HR 175 387,295
2023-04-20 2023-03-31 13F-HR 175 362,801
2023-01-26 2022-12-31 13F-HR 175 341,992
2022-10-17 2022-09-30 13F-HR 167 295,132
2022-07-12 2022-06-30 13F-HR 142 247,320
2022-04-15 2022-03-31 13F-HR 156 284,843
2022-01-20 2021-12-31 13F-HR/A 1 R 168 330,750
2022-01-20 2021-12-31 13F-HR 97 168,856
2021-10-14 2021-09-30 13F-HR 166 299,988
2021-07-26 2021-06-30 13F-HR 163 306,728
2021-04-20 2021-03-31 13F-HR 155 274,839
2021-01-19 2020-12-31 13F-HR 149 255,812
2020-10-22 2020-09-30 13F-HR 134 219,709
2020-07-24 2020-06-30 13F-HR 134 201,345
2020-04-16 2020-03-31 13F-HR 126 172,775
2020-01-17 2019-12-31 13F-HR 148 382,770
2019-10-09 2019-09-30 13F-HR 142 190,166
2019-07-15 2019-06-30 13F-HR 660 279,174
2019-05-14 2019-03-31 13F-HR 631 266,455
2019-02-14 2018-12-31 13F-HR 602 163,415
2018-11-14 2018-09-30 13F-HR 614 188,144
2018-08-14 2018-06-30 13F-HR 617 179,531
2018-05-11 2018-03-31 13F-HR 626 174,283
2018-02-16 2017-12-31 13F-HR 641 180,805
2017-11-13 2017-09-30 13F-HR 638 174,529
2017-08-14 2017-06-30 13F-HR 667 163,800
2017-05-15 2017-03-31 13F-HR 660 152,224
2017-02-03 2016-12-31 13F-HR 671 137,701
2016-12-20 2016-09-30 13F-HR/A 1 R 647 137,267
2016-11-28 2016-09-30 13F-HR 860 139,716
2016-08-15 2016-06-30 13F-HR 775 142,711
2016-06-27 2016-03-31 13F-HR 85 1,137,480