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Disclosery

Stonegate Investment Group, LLC: CB position timeline

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

Stonegate Investment Group, LLC held 19,247 CB 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 19,247 shares
    Change vs previous 13F -511 shares

    0.13% of the 13F portfolio, value $5,432,551.

    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 19,758 shares
    Change vs previous 13F -89 shares

    0.14% of the 13F portfolio, value $5,724,276.

    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 19,847 shares
    Change vs previous 13F -384 shares

    0.16% of the 13F portfolio, value $5,993,724.

    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 20,231 shares
    Change vs previous 13F -1,537 shares

    0.15% of the 13F portfolio, value $5,589,792.

    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 21,768 shares
    Change vs previous 13F -215 shares

    0.17% of the 13F portfolio, value $6,277,550.

    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 21,983 shares
    Change vs previous 13F -407 shares

    0.16% of the 13F portfolio, value $5,607,375.

    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 22,390 shares
    Change vs previous 13F -677 shares

    0.18% of the 13F portfolio, value $5,801,822.

    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 23,067 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,213,081.

    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).