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Disclosery

Stonegate Investment Group, LLC: DIS position timeline

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

Stonegate Investment Group, LLC held 488,475 DIS 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 488,475 shares
    Change vs previous 13F -1,978 shares

    1.3% of the 13F portfolio, value $55,930,369.

    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 490,453 shares
    Change vs previous 13F -6,574 shares

    1.53% of the 13F portfolio, value $60,821,060.

    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 497,027 shares
    Change vs previous 13F +16,877 shares

    1.31% of the 13F portfolio, value $49,056,517.

    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 480,150 shares
    Change vs previous 13F +6,447 shares

    1.43% of the 13F portfolio, value $53,464,724.

    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 473,703 shares
    Change vs previous 13F +4,861 shares

    1.2% of the 13F portfolio, value $45,565,510.

    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 468,842 shares
    Change vs previous 13F +23,666 shares

    1.35% of the 13F portfolio, value $46,551,346.

    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 445,176 shares
    Change vs previous 13F +5,062 shares

    1.71% of the 13F portfolio, value $54,471,765.

    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 440,114 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $39,737,919.

    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).