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Disclosery

Stonegate Investment Group, LLC: AEP position timeline

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

Stonegate Investment Group, LLC held 13,563 AEP 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 13,563 shares
    Change vs previous 13F -948 shares

    0.04% of the 13F portfolio, value $1,525,840.

    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 14,511 shares
    Change vs previous 13F +7,140 shares

    0.04% of the 13F portfolio, value $1,505,653.

    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 7,371 shares
    Change vs previous 13F +956 shares

    0.02% of the 13F portfolio, value $805,411.

    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 6,415 shares
    Change vs previous 13F -434 shares

    0.02% of the 13F portfolio, value $591,632.

    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 6,849 shares
    Change vs previous 13F -173 shares

    0.02% of the 13F portfolio, value $702,671.

    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 7,022 shares
    Change vs previous 13F +1,060 shares

    0.02% of the 13F portfolio, value $616,072.

    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 5,962 shares
    Change vs previous 13F +613 shares

    0.02% of the 13F portfolio, value $513,355.

    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 5,349 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $434,459.

    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).