Stonebridge Financial Planning Group, LLC
Position in SMOT — VanEck Morningstar SMID Moat ETF
CIK 1802494
ORLANDO, FL
All Filings in SMOT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMOT | $1,085,576 | 30,849 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 SMOT | $1,164,698 | 32,174 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 SMOT | $1,093,981 | 30,321 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 SMOT | $996,950 | 28,648 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 SMOT | $1,002,783 | 30,582 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 SMOT | $565,859 | 16,416 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 SMOT | $350,054 | 9,993 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 SMOT | $275,111 | 8,608 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||