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Stonegate Investment Group, LLC: DHR position timeline

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

Stonegate Investment Group, LLC held 256,305 DHR 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 256,305 shares
    Change vs previous 13F -4,191 shares

    1.18% of the 13F portfolio, value $50,815,082.

    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 260,496 shares
    Change vs previous 13F +1,346 shares

    1.29% of the 13F portfolio, value $51,458,307.

    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 259,150 shares
    Change vs previous 13F +33,951 shares

    1.42% of the 13F portfolio, value $53,125,842.

    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 225,199 shares
    Change vs previous 13F +4,830 shares

    1.38% of the 13F portfolio, value $51,694,499.

    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 220,369 shares
    Change vs previous 13F +10,296 shares

    1.62% of the 13F portfolio, value $61,267,028.

    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 210,073 shares
    Change vs previous 13F +13,555 shares

    1.52% of the 13F portfolio, value $52,486,763.

    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 196,518 shares
    Change vs previous 13F -47,128 shares

    1.54% of the 13F portfolio, value $49,074,433.

    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 243,646 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $56,365,166.

    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).