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Disclosery

Stonegate Investment Group, LLC: BIL position timeline

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

Stonegate Investment Group, LLC held 4,887 BIL 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 4,887 shares
    Change vs previous 13F +40 shares

    0.01% of the 13F portfolio, value $448,382.

    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 4,847 shares
    Change vs previous 13F +1,140 shares

    0.01% of the 13F portfolio, value $444,615.

    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 3,707 shares
    Change vs previous 13F -984 shares

    0.01% of the 13F portfolio, value $340,043.

    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 4,691 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $428,898.

    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 4,689 shares
    Change vs previous 13F +1,393 shares

    0.01% of the 13F portfolio, value $430,497.

    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 3,296 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $302,507.

    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).