Skip to content
Disclosery

Stonegate Investment Group, LLC: AVGO position timeline

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

Stonegate Investment Group, LLC held 166,302 AVGO 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 166,302 shares
    Change vs previous 13F -625 shares

    1.27% of the 13F portfolio, value $54,864,574.

    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 166,927 shares
    Change vs previous 13F +10,811 shares

    1.16% of the 13F portfolio, value $46,013,399.

    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 156,116 shares
    Change vs previous 13F -1,353 shares

    0.7% of the 13F portfolio, value $26,138,585.

    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 157,469 shares
    Change vs previous 13F -1,921 shares

    0.97% of the 13F portfolio, value $36,507,718.

    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 159,390 shares
    Change vs previous 13F +149,095 shares

    0.72% of the 13F portfolio, value $27,494,681.

    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 10,295 shares
    Change vs previous 13F -434 shares

    0.48% of the 13F portfolio, value $16,528,888.

    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 10,729 shares
    Change vs previous 13F -17 shares

    0.45% of the 13F portfolio, value $14,219,779.

    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 10,746 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $11,994,764.

    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).