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Disclosery

Stonegate Investment Group, LLC: CRM position timeline

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

Stonegate Investment Group, LLC held 7,469 CRM 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 7,469 shares
    Change vs previous 13F -1,010 shares

    0.04% of the 13F portfolio, value $1,770,084.

    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 8,479 shares
    Change vs previous 13F +35 shares

    0.06% of the 13F portfolio, value $2,312,157.

    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 8,444 shares
    Change vs previous 13F +67 shares

    0.06% of the 13F portfolio, value $2,265,986.

    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 8,377 shares
    Change vs previous 13F +470 shares

    0.07% of the 13F portfolio, value $2,800,552.

    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 7,907 shares
    Change vs previous 13F +14 shares

    0.06% of the 13F portfolio, value $2,164,337.

    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 7,893 shares
    Change vs previous 13F +722 shares

    0.06% of the 13F portfolio, value $2,029,338.

    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 7,171 shares
    Change vs previous 13F -5 shares

    0.07% of the 13F portfolio, value $2,159,762.

    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 7,176 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,888,293.

    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).