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Stonegate Investment Group, LLC: ACN position timeline

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

Stonegate Investment Group, LLC held 22,691 ACN 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 22,691 shares
    Change vs previous 13F -863 shares

    0.13% of the 13F portfolio, value $5,595,722.

    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 23,554 shares
    Change vs previous 13F -175 shares

    0.18% of the 13F portfolio, value $7,040,126.

    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 23,729 shares
    Change vs previous 13F +237 shares

    0.2% of the 13F portfolio, value $7,404,378.

    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 23,492 shares
    Change vs previous 13F -2,261 shares

    0.22% of the 13F portfolio, value $8,264,150.

    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 25,753 shares
    Change vs previous 13F -8,036 shares

    0.24% of the 13F portfolio, value $9,103,130.

    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 33,789 shares
    Change vs previous 13F +1,591 shares

    0.3% of the 13F portfolio, value $10,251,780.

    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 32,198 shares
    Change vs previous 13F +2,109 shares

    0.35% of the 13F portfolio, value $11,160,286.

    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 30,089 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $10,558,651.

    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).