SevenBridge Financial Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2026
Location
Harrisburg, PA
CIK
0001673954
All SEC filings
View on sec.gov
Holdings Value, Excluding Options
Quarter Holdings Value, Excl. Options ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2026 211 673,791 DRSK, AAPL, MSFT, GOOGL 13F-HR 10/26/2026 000195175726001779
Q2 2026 212 679,817 DRSK, AAPL, GOOGL, MSFT 13F-HR 8/12/2026 000195175726001245
Q1 2026 202 638,404 DRSK, AAPL, GOOGL, MSFT 13F-HR 4/23/2026 000195175726000718
Q4 2025 208 621,893 DRSK, AAPL, GOOGL, MSFT 13F-HR 2/2/2026 000195175726000336
Q3 2025 212 606,601 DRSK, AAPL, MSFT, GOOGL 13F-HR 11/13/2025 000195175725001420
Q2 2025 218 567,237 AAPL, MSFT, DRSK, GOOGL 13F-HR 9/4/2025 000195175725001137
Q1 2025 220 508,237 AAPL, MSFT, DRSK, GOOGL 13F-HR 5/13/2025 000195175725000553
Q4 2024 222 528,648 AAPL, MSFT, GOOGL, AMZN 13F-HR 2/12/2025 000195175725000246
Q3 2024 223 519,118 AAPL, MSFT, GOOGL, AMZN 13F-HR 11/12/2024 000195175724001199
Q2 2024 207 452,156 AAPL, MSFT, GOOGL, SCHD 13F-HR 8/9/2024 000195175724000714
Q1 2024 200 441,075 AAPL, MSFT, GOOGL, AMZN 13F-HR 5/10/2024 000195175724000461
Q4 2023 191 423,314 AAPL, MSFT, GOOGL, AMZN 13F-HR 1/22/2024 000195175724000095
Q3 2023 184 386,962 AAPL, MSFT, GOOGL, SHY 13F-HR 10/25/2023 000195175723000622
Q2 2023 175 387,295 AAPL, MSFT, GOOGL, SHY 13F-HR 7/26/2023 000195175723000429
Q1 2023 175 362,801 AAPL, MSFT, GOOGL, SHY 13F-HR 4/20/2023 000195175723000200
Q4 2022 175 341,992 AAPL, MSFT, SHY, GOOGL 13F-HR 1/26/2023 000195175723000069
Q3 2022 167 295,132 AAPL, MSFT, SHY, GOOGL 13F-HR 10/17/2022 000167395422000005
Q2 2022 142 247,320 AAPL, MSFT, GOOGL, JNJ 13F-HR 7/11/2022 000167395422000004
Q1 2022 156 284,843 AAPL, MSFT, GOOGL, AMZN 13F-HR 4/14/2022 000167395422000003
Q4 2021 168 330,750 AAPL, MSFT, GOOGL, AMZN RESTATEMENT 1/20/2022 000167395422000002
Q3 2021 166 299,988 AAPL, MSFT, GOOGL, AMZN 13F-HR 10/14/2021 000167395421000005
Q2 2021 163 306,728 AAPL, MSFT, GOOGL, AMZN 13F-HR 7/26/2021 000167395421000004
Q1 2021 155 274,839 AAPL, MSFT, GOOGL, AMZN 13F-HR 4/19/2021 000167395421000002
Q4 2020 149 255,812 AAPL, MSFT, AMZN, GOOGL 13F-HR 1/19/2021 000167395421000001
Q3 2020 134 219,709 AAPL, MSFT, AMZN, GOOGL 13F-HR 10/22/2020 000167395420000004
Q2 2020 134 201,345 AAPL, MSFT, AMZN, GOOGL 13F-HR 7/24/2020 000167395420000003
Q1 2020 126 172,775 AAPL, MSFT, GOOGL, AMZN 13F-HR 4/16/2020 000167395420000002
Q4 2019 149 208,439 Apple Inc Call Opt 01/20 185.0 01/17/2020 calls, Advanced Micro Devices Inc Call Opt 04/20 34.0 04/17/2020 calls, Applied Materials Inc Call Opt 01/20 50.0 01/17/2020 calls, Intel Corp Call Opt 01/20 55.0 01/17/2020 calls 13F-HR 1/17/2020 000167395420000001
Q3 2019 142 190,166 AAPL, MSFT, GOOGL, JPM 13F-HR 10/9/2019 000167395419000004
Q2 2019 662 200,729 Apple Inc Call Opt 01/20 185.0 01/17/2020 calls, Merck & Co Inc Call Opt 01/20 70.0 01/17/2020 calls, Advanced Micro Devices Inc Call Opt 07/19 25.0 07/19/2019 calls, MSFT 13F-HR 7/15/2019 000167395419000003
Q1 2019 632 184,951 Apple Inc Call Opt 01/20 185.0 01/17/2020 calls, Merck & Co Inc Call Opt 01/20 70.0 01/17/2020 calls, Intel Corp Call Opt 01/20 55.0 01/17/2020 calls, AAPL 13F-HR 5/14/2019 000167395419000002
Q4 2018 603 163,385 AAPL, MSFT, JNJ, GOOGL 13F-HR 2/14/2019 000167395419000001
Q3 2018 615 188,109 AAPL, MSFT, GOOGL, JNJ 13F-HR 11/14/2018 000167395418000005
Q2 2018 618 179,493 AAPL, MSFT, GOOGL, JNJ 13F-HR 8/14/2018 000167395418000004
Q1 2018 627 174,235 AAPL, MSFT, JNJ, GOOGL 13F-HR 5/11/2018 000167395418000002
Q4 2017 641 180,767 AAPL, MSFT, JNJ, GOOGL 13F-HR 2/20/2018 000167395418000001
Q3 2017 638 174,492 AAPL, MSFT, JNJ, GOOGL 13F-HR 11/13/2017 000167395417000004
Q2 2017 668 163,750 AAPL, MSFT, JNJ, GOOGL 13F-HR 8/14/2017 000167395417000003
Q1 2017 661 152,175 AAPL, MSFT, JNJ, GOOGL 13F-HR 5/15/2017 000167395417000002
Q4 2016 672 137,629 AAPL, MSFT, JNJ, GOOGL 13F-HR 2/3/2017 000167395417000001
Q3 2016 648 137,191 AAPL, MSFT, JNJ, GOOGL RESTATEMENT 12/20/2016 000167395416000007
Q2 2016 780 142,485 AAPL, MSFT, JNJ, XOM 13F-HR 8/15/2016 000167395416000004
Q1 2016 86 1,137,480 United States Dollar Currency, At&t Inc, Morgan Stanley, Becton Dickinson & Co 13F-HR 6/27/2016 000167395416000001
Additional filings from SevenBridge Financial Group, LLC that have since been restated