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Disclosery

Stonegate Investment Group, LLC: C position timeline

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

Stonegate Investment Group, LLC held 12,615 C 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 12,615 shares
    Change vs previous 13F +87 shares

    0.03% of the 13F portfolio, value $1,280,380.

    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 12,528 shares
    Change vs previous 13F +170 shares

    0.03% of the 13F portfolio, value $1,066,410.

    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 12,358 shares
    Change vs previous 13F +236 shares

    0.02% of the 13F portfolio, value $877,309.

    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 12,122 shares
    Change vs previous 13F +405 shares

    0.02% of the 13F portfolio, value $853,302.

    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 11,717 shares
    Change vs previous 13F +2,723 shares

    0.02% of the 13F portfolio, value $733,472.

    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 8,994 shares
    Change vs previous 13F +3,554 shares

    0.02% of the 13F portfolio, value $570,766.

    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 5,440 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $344,030.

    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).