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Disclosery

Stonegate Investment Group, LLC: AVB position timeline

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

Stonegate Investment Group, LLC held 4,257 AVB 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 4,257 shares
    Change vs previous 13F +1,356 shares

    0.02% of the 13F portfolio, value $822,325.

    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 2,901 shares
    Change vs previous 13F +324 shares

    0.01% of the 13F portfolio, value $590,354.

    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 2,577 shares
    Change vs previous 13F -117 shares

    0.01% of the 13F portfolio, value $553,076.

    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 2,694 shares
    Change vs previous 13F -6 shares

    0.02% of the 13F portfolio, value $592,599.

    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 2,700 shares
    Change vs previous 13F -9 shares

    0.02% of the 13F portfolio, value $608,175.

    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 2,709 shares
    Change vs previous 13F +11 shares

    0.02% of the 13F portfolio, value $560,465.

    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 2,698 shares
    Change vs previous 13F +200 shares

    0.02% of the 13F portfolio, value $500,641.

    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 2,498 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $467,676.

    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).