SevenBridge Financial Group, LLC
All 13F Filings
- Location
- Harrisburg, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 673,791
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 211 | 673,791 | 13F-HR | SevenBridge Financial Group, LLC |
| Q2 2026 | 8/12/2026 | 212 | 679,817 | 13F-HR | SevenBridge Financial Group, LLC |
| Q1 2026 | 4/23/2026 | 202 | 639,714 | 13F-HR | SevenBridge Financial Group, LLC |
| 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 | 561.6 K | 83.3% | 0 | 7.493 K | -7.493 K |
| ETFs | 103.9 K | 15.4% | 222 | 0 | 222 |
| Debt | 8.356 K | 1.2% | 1.246 K | 0 | 1.246 K |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
673,791
Holdings
211
QoQ value change ($000)
-6,026
(-0.9%)
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.