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Stonegate Investment Group, LLC: AGG position timeline

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

Stonegate Investment Group, LLC held 64,676 AGG 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 64,676 shares
    Change vs previous 13F +5,812 shares

    0.15% of the 13F portfolio, value $6,483,769.

    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 58,864 shares
    Change vs previous 13F -1,506 shares

    0.15% of the 13F portfolio, value $5,839,309.

    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 60,370 shares
    Change vs previous 13F +3,620 shares

    0.16% of the 13F portfolio, value $5,971,800.

    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 56,750 shares
    Change vs previous 13F +4,850 shares

    0.15% of the 13F portfolio, value $5,499,075.

    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 51,900 shares
    Change vs previous 13F -700 shares

    0.14% of the 13F portfolio, value $5,255,913.

    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 52,600 shares
    Change vs previous 13F +2,600 shares

    0.15% of the 13F portfolio, value $5,105,882.

    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 50,000 shares
    Change vs previous 13F +3,000 shares

    0.15% of the 13F portfolio, value $4,897,000.

    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 47,000 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,664,750.

    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).