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Disclosery

Stonegate Investment Group, LLC: EXC position timeline

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

Stonegate Investment Group, LLC held 10,188 EXC 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 10,188 shares
    Change vs previous 13F -223 shares

    0.01% of the 13F portfolio, value $458,553.

    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 10,411 shares
    Change vs previous 13F +526 shares

    0.01% of the 13F portfolio, value $452,046.

    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 9,885 shares
    Change vs previous 13F -2,399 shares

    0.01% of the 13F portfolio, value $455,501.

    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 12,284 shares
    Change vs previous 13F +194 shares

    0.01% of the 13F portfolio, value $462,370.

    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 12,090 shares
    Change vs previous 13F +1,551 shares

    0.01% of the 13F portfolio, value $490,250.

    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 10,539 shares
    Change vs previous 13F +783 shares

    0.01% of the 13F portfolio, value $364,755.

    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 9,756 shares
    Change vs previous 13F +578 shares

    0.01% of the 13F portfolio, value $366,533.

    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 9,178 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $329,490.

    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).