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Disclosery

Stonegate Investment Group, LLC: ARES position timeline

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

Stonegate Investment Group, LLC held 6,372 ARES 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 6,372 shares
    Change vs previous 13F +601 shares

    0.02% of the 13F portfolio, value $1,018,822.

    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 5,771 shares
    Change vs previous 13F +4,010 shares

    0.03% of the 13F portfolio, value $999,560.

    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 1,761 shares
    Change vs previous 13F +537 shares

    0.01% of the 13F portfolio, value $258,180.

    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 1,224 shares
    Change vs previous 13F +1,224 shares

    0.01% of the 13F portfolio, value $216,685.

    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 ended2024-06-30
    13F 0 shares
    Change vs previous 13F -1,778 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-03-31
    13F 1,778 shares
    Change vs previous 13F -187 shares

    0.01% of the 13F portfolio, value $236,471.

    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).

  7. period ended2023-12-31
    13F 1,965 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,707.

    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).