Notify me when SevenBridge Financial Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 208 | $621,893,431 | +$24,655,649 | -$24,895,066 | -$239,417 | DRSK, AAPL, GOOGL, MSFT, NVDA | 13F-HR | 02 Feb 2026, 09:57 |
| Q3 2025 | 212 | $605,090,504 | +$45,895,241 | -$41,256,666 | +$4,638,575 | DRSK, AAPL, MSFT, GOOGL, NVDA | 13F-HR | 13 Nov 2025, 13:24 |
| Q2 2025 | 218 | $567,187,619 | +$44,910,672 | -$30,989,878 | +$13,920,794 | AAPL, MSFT, DRSK, GOOGL, NVDA | 13F-HR | 04 Sep 2025, 14:36 |
| Q1 2025 | 220 | $508,237,461 | +$62,618,610 | -$61,183,814 | +$1,434,796 | AAPL, MSFT, DRSK, GOOGL, AMZN | 13F-HR | 13 May 2025, 15:33 |
| Q4 2024 | 222 | $525,067,340 | +$27,717,990 | -$16,858,025 | +$10,859,965 | AAPL, MSFT, GOOGL, AMZN, JPM | 13F-HR | 12 Feb 2025, 16:19 |
| Q3 2024 | 223 | $494,428,639 | +$22,338,321 | -$1,350,151 | +$20,988,170 | AAPL, MSFT, GOOGL, AMZN, SHY | 13F-HR | 12 Nov 2024, 17:14 |
| Q2 2024 | 207 | $443,930,101 | +$22,753,273 | -$9,409,881 | +$13,343,392 | AAPL, MSFT, GOOGL, SCHD, AMZN | 13F-HR | 09 Aug 2024, 15:36 |
| Q1 2024 | 199 | $439,238,435 | +$18,726,270 | -$20,279,103 | -$1,552,833 | AAPL, MSFT, GOOGL, AMZN, SCHD | 13F-HR | 10 May 2024, 10:47 |
| Q4 2023 | 191 | $423,314,017 | +$11,346,375 | -$7,757,005 | +$3,589,370 | AAPL, MSFT, GOOGL, AMZN, SCHD | 13F-HR | 22 Jan 2024, 09:20 |
| Q3 2023 | 184 | $386,962,088 | +$20,603,168 | -$6,329,212 | +$14,273,956 | AAPL, MSFT, GOOGL, SHY, AMZN | 13F-HR | 25 Oct 2023, 10:12 |
| Q2 2023 | 175 | $387,295,221 | +$12,270,599 | -$6,571,185 | +$5,699,414 | AAPL, MSFT, GOOGL, SHY, SCHD | 13F-HR | 26 Jul 2023, 11:13 |
| Q1 2023 | 175 | $362,800,730 | +$18,249,297 | -$8,856,740 | +$9,392,557 | AAPL, MSFT, GOOGL, SHY, LQD | 13F-HR | 20 Apr 2023, 15:10 |
| Q4 2022 | 175 | $341,992,271 | +$32,129,738 | -$8,672,224 | +$23,457,514 | AAPL, MSFT, SHY, GOOGL, SCHD | 13F-HR | 26 Jan 2023, 10:45 |
| Q3 2022 | 167 | $295,132,000 | +$81,427,258 | -$9,370,946 | +$72,056,312 | AAPL, MSFT, SHY, GOOGL, JNJ | 13F-HR | 17 Oct 2022, 11:10 |
| Q2 2022 | 142 | $247,320,000 | +$19,627,845 | -$14,808,001 | +$4,819,844 | AAPL, MSFT, GOOGL, JNJ, HSY | 13F-HR | 11 Jul 2022, 17:52 |
| Q1 2022 | 156 | $284,843,000 | +$5,487,872 | -$37,773,326 | -$32,285,454 | AAPL, MSFT, GOOGL, AMZN, JNJ | 13F-HR | 14 Apr 2022, 18:18 |
| Q4 2021 | 168 | $330,750,000 | +$9,068,655 | -$6,397,837 | +$2,670,818 | AAPL, MSFT, GOOGL, AMZN, SCHD | Restatement | 20 Jan 2022, 12:57 |
| Q3 2021 | 166 | $299,988,000 | +$7,627,826 | -$7,698,267 | -$70,441 | AAPL, MSFT, GOOGL, AMZN, SCHD | 13F-HR | 14 Oct 2021, 08:56 |
| Q2 2021 | 163 | $306,728,000 | +$17,205,078 | -$3,364,791 | +$13,840,287 | AAPL, MSFT, GOOGL, AMZN, SCHD | 13F-HR | 26 Jul 2021, 16:34 |
| Q1 2021 | 155 | $274,839,000 | +$7,729,265 | -$2,873,998 | +$4,855,267 | AAPL, MSFT, GOOGL, AMZN, SCHD | 13F-HR | 19 Apr 2021, 17:49 |
| Q4 2020 | 149 | $255,812,000 | +$20,449,258 | -$5,657,825 | +$14,791,433 | AAPL, MSFT, AMZN, GOOGL, JNJ | 13F-HR | 19 Jan 2021, 07:01 |
| Q3 2020 | 134 | $219,709,000 | +$26,958,557 | -$11,080,020 | +$15,878,537 | AAPL, MSFT, AMZN, GOOGL, JNJ | 13F-HR | 22 Oct 2020, 08:16 |
| Q2 2020 | 134 | $201,345,000 | +$9,965,806 | -$9,278,704 | +$687,102 | AAPL, MSFT, AMZN, GOOGL, JNJ | 13F-HR | 24 Jul 2020, 07:45 |
| Q1 2020 | 126 | $172,775,000 | +$10,509,393 | -$8,239,191 | +$2,270,202 | AAPL, MSFT, GOOGL, AMZN, JNJ | 13F-HR | 16 Apr 2020, 12:25 |
| Q4 2019 | 138 | $208,439,000 | +$6,292,171 | -$4,298,157 | +$1,994,014 | AAPL, MSFT, JPM, GOOGL, JNJ | 13F-HR | 17 Jan 2020, 15:03 |
| Q3 2019 | 142 | $190,166,000 | +$10,179,991 | -$24,508,150 | -$14,328,159 | AAPL, MSFT, GOOGL, JPM, HSY | 13F-HR | 09 Oct 2019, 09:14 |
| Q2 2019 | 627 | $200,420,000 | +$12,661,644 | -$4,027,136 | +$8,634,508 | MSFT, AAPL, CSCO, JNJ, JPM | 13F-HR | 12 Jul 2019, 18:02 |
| Q1 2019 | 593 | $184,671,000 | +$3,626,009 | -$1,637,860 | +$1,988,149 | AAPL, MSFT, CSCO, GOOGL, JNJ | 13F-HR | 13 May 2019, 21:42 |
| Q4 2018 | 566 | $163,231,000 | +$13,610,639 | -$14,598,681 | -$988,042 | AAPL, MSFT, JNJ, GOOGL, JPM | 13F-HR | 13 Feb 2019, 21:40 |
| Q3 2018 | 584 | $187,956,000 | +$4,869,271 | -$9,232,533 | -$4,363,262 | AAPL, MSFT, GOOGL, JNJ, CSCO | 13F-HR | 13 Nov 2018, 19:50 |
| Q2 2018 | 591 | $179,338,000 | +$7,885,112 | -$5,377,719 | +$2,507,393 | AAPL, MSFT, GOOGL, JNJ, CSCO | 13F-HR | 14 Aug 2018, 16:41 |
| Q1 2018 | 602 | $174,035,000 | +$5,104,096 | -$6,949,569 | -$1,845,473 | AAPL, MSFT, JNJ, GOOGL, CSCO | 13F-HR | 11 May 2018, 15:13 |
| Q4 2017 | 621 | $180,554,000 | +$8,108,257 | -$12,509,599 | -$4,401,342 | AAPL, MSFT, JNJ, GOOGL, PEP | 13F-HR | 16 Feb 2018, 17:40 |
| Q3 2017 | 605 | $174,469,000 | +$9,232,024 | -$4,444,147 | +$4,787,877 | AAPL, MSFT, JNJ, GOOGL, PPL | 13F-HR | 13 Nov 2017, 17:15 |
| Q2 2017 | 637 | $163,719,000 | +$12,518,598 | -$5,787,548 | +$6,731,050 | AAPL, MSFT, JNJ, GOOGL, PEP | 13F-HR | 14 Aug 2017, 09:33 |
| Q1 2017 | 618 | $152,108,000 | +$26,871,009 | -$22,026,894 | +$4,844,115 | AAPL, MSFT, JNJ, GOOGL, PEP | 13F-HR | 15 May 2017, 08:55 |
| Q4 2016 | 630 | $127,750,000 | +$587,000 | -$154,000 | +$433,000 | AAPL, MSFT, JNJ, GOOGL, PEP | 13F-HR | 03 Feb 2017, 11:38 |
| Q3 2016 | 605 | $137,040,000 | +$26,053,467 | -$32,263,980 | -$6,210,513 | AAPL, MSFT, JNJ, GOOGL, PEP | Restatement | 20 Dec 2016, 16:25 |
| Q2 2016 | 732 | $142,454,000 | +$116,324,408 | -$287,053,738 | -$170,729,330 | AAPL, MSFT, JNJ, XOM, PG | 13F-HR | 15 Aug 2016, 17:23 |
| Q1 2016 | 85 | $1,093,461,000 | $0 | $0 | $0 | United States Dollar Currency, At&t Inc, At&t Inc, Morgan Stanley, Becton Dickinson & Co | 13F-HR | 27 Jun 2016, 10:19 |