SevenBridge Financial Group, LLC
All 13F Filings
- Location
- Harrisburg, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 621,893
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/2/2026 | 208 | 621,893 | 13F-HR | SevenBridge Financial Group, LLC |
| Q3 2025 | 11/13/2025 | 212 | 606,601 | 13F-HR | SevenBridge Financial Group, LLC |
| Q2 2025 | 9/4/2025 | 218 | 567,237 | 13F-HR | SevenBridge Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 597.2 K | 96.0% | 15.11 K | 0 | 15.11 K |
| ETFs | 18.18 K | 2.9% | 0 | 43 | -43 |
| Debt | 6.486 K | 1.0% | 218 | 0 | 218 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
621,893
Holdings
208
QoQ value change ($000)
15,292
(2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.