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Stonegate Investment Group, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stonegate Investment Group, LLC on AAPL, newest first. How the timeline and the estimate are built.

Stonegate Investment Group, LLC held 991,367 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 991,367 shares
    Change vs previous 13F -5,323 shares

    5.86% of the 13F portfolio, value $252,431,846.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 996,690 shares
    Change vs previous 13F +618 shares

    5.14% of the 13F portfolio, value $204,490,886.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 996,072 shares
    Change vs previous 13F -6,600 shares

    5.92% of the 13F portfolio, value $221,257,472.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 1,002,672 shares
    Change vs previous 13F -30,218 shares

    6.7% of the 13F portfolio, value $251,089,182.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 1,032,890 shares
    Change vs previous 13F -5,214 shares

    6.35% of the 13F portfolio, value $240,663,402.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 1,038,104 shares
    Change vs previous 13F +11,365 shares

    6.33% of the 13F portfolio, value $218,645,407.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 1,026,739 shares
    Change vs previous 13F +8,154 shares

    5.53% of the 13F portfolio, value $176,065,144.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 1,018,585 shares
    Change vs previous 13F not available

    6.5% of the 13F portfolio, value $196,108,247.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).