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Disclosery

Stonegate Investment Group, LLC: D position timeline

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

Stonegate Investment Group, LLC held 18,914 D 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 18,914 shares
    Change vs previous 13F +1,769 shares

    0.03% of the 13F portfolio, value $1,156,969.

    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 17,145 shares
    Change vs previous 13F +1,975 shares

    0.02% of the 13F portfolio, value $969,035.

    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 15,170 shares
    Change vs previous 13F -151 shares

    0.02% of the 13F portfolio, value $850,582.

    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 15,321 shares
    Change vs previous 13F +243 shares

    0.02% of the 13F portfolio, value $825,189.

    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 15,078 shares
    Change vs previous 13F +727 shares

    0.02% of the 13F portfolio, value $871,358.

    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 14,351 shares
    Change vs previous 13F +1,288 shares

    0.02% of the 13F portfolio, value $703,210.

    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 13,063 shares
    Change vs previous 13F -158 shares

    0.02% of the 13F portfolio, value $642,569.

    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 13,221 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $621,387.

    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).