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Disclosery

Stonegate Investment Group, LLC: CVS position timeline

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

Stonegate Investment Group, LLC held 19,052 CVS 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 19,052 shares
    Change vs previous 13F -318 shares

    0.03% of the 13F portfolio, value $1,436,330.

    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 19,370 shares
    Change vs previous 13F +875 shares

    0.03% of the 13F portfolio, value $1,336,143.

    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 18,495 shares
    Change vs previous 13F +9,399 shares

    0.03% of the 13F portfolio, value $1,253,036.

    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 9,096 shares
    Change vs previous 13F +1,151 shares

    0.01% of the 13F portfolio, value $408,319.

    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 7,945 shares
    Change vs previous 13F +1,730 shares

    0.01% of the 13F portfolio, value $499,582.

    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 6,215 shares
    Change vs previous 13F -706,511 shares

    0.01% of the 13F portfolio, value $367,058.

    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 712,726 shares
    Change vs previous 13F +21,824 shares

    1.78% of the 13F portfolio, value $56,847,052.

    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 690,902 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $54,553,622.

    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).