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Stonegate Investment Group, LLC: DOW position timeline

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

Stonegate Investment Group, LLC held 24,841 DOW 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 24,841 shares
    Change vs previous 13F +1,598 shares

    0.01% of the 13F portfolio, value $569,608.

    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 23,243 shares
    Change vs previous 13F +3,975 shares

    0.02% of the 13F portfolio, value $615,474.

    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 19,268 shares
    Change vs previous 13F +4,266 shares

    0.02% of the 13F portfolio, value $672,823.

    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 15,002 shares
    Change vs previous 13F +1,334 shares

    0.02% of the 13F portfolio, value $602,010.

    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 13,668 shares
    Change vs previous 13F +8,447 shares

    0.02% of the 13F portfolio, value $746,701.

    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 5,221 shares
    Change vs previous 13F +866 shares

    0.01% of the 13F portfolio, value $276,953.

    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 4,355 shares
    Change vs previous 13F -1,031 shares

    0.01% of the 13F portfolio, value $252,294.

    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 5,386 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $295,369.

    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).