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Disclosery

Stonegate Investment Group, LLC: DE position timeline

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

Stonegate Investment Group, LLC held 115,381 DE 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 115,381 shares
    Change vs previous 13F -219 shares

    1.22% of the 13F portfolio, value $52,758,959.

    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 115,600 shares
    Change vs previous 13F -94 shares

    1.48% of the 13F portfolio, value $58,781,657.

    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 115,694 shares
    Change vs previous 13F +361 shares

    1.45% of the 13F portfolio, value $54,300,777.

    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 115,333 shares
    Change vs previous 13F +1,291 shares

    1.3% of the 13F portfolio, value $48,866,584.

    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 114,042 shares
    Change vs previous 13F +4,241 shares

    1.25% of the 13F portfolio, value $47,593,048.

    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 109,801 shares
    Change vs previous 13F +5,735 shares

    1.19% of the 13F portfolio, value $41,024,816.

    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 104,066 shares
    Change vs previous 13F +2,430 shares

    1.34% of the 13F portfolio, value $42,744,260.

    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 101,636 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $40,641,275.

    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).