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Stonegate Investment Group, LLC: F position timeline

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

Stonegate Investment Group, LLC held 52,184 F 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 52,184 shares
    Change vs previous 13F +2,599 shares

    0.01% of the 13F portfolio, value $624,117.

    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 49,585 shares
    Change vs previous 13F -182 shares

    0.01% of the 13F portfolio, value $537,996.

    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 49,767 shares
    Change vs previous 13F +285 shares

    0.01% of the 13F portfolio, value $499,161.

    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 49,482 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $489,870.

    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 49,466 shares
    Change vs previous 13F -36 shares

    0.01% of the 13F portfolio, value $522,362.

    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 49,502 shares
    Change vs previous 13F +2,689 shares

    0.02% of the 13F portfolio, value $620,757.

    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 46,813 shares
    Change vs previous 13F -145 shares

    0.02% of the 13F portfolio, value $621,677.

    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 46,958 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $572,419.

    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).