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Disclosery

Stonegate Investment Group, LLC: DTE position timeline

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

Stonegate Investment Group, LLC held 2,020 DTE 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 2,020 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $285,689.

    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 2,070 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $274,192.

    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 2,096 shares
    Change vs previous 13F -98 shares

    0.01% of the 13F portfolio, value $289,814.

    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 2,194 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $264,926.

    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 2,202 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $282,759.

    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 2,202 shares
    Change vs previous 13F -386 shares

    0.01% of the 13F portfolio, value $244,444.

    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 2,588 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $290,218.

    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).