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Disclosery

Stonegate Investment Group, LLC: FIS position timeline

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

Stonegate Investment Group, LLC held 22,655 FIS 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 22,655 shares
    Change vs previous 13F +1,001 shares

    0.03% of the 13F portfolio, value $1,493,879.

    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 21,654 shares
    Change vs previous 13F +683 shares

    0.04% of the 13F portfolio, value $1,762,852.

    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 20,971 shares
    Change vs previous 13F +269 shares

    0.04% of the 13F portfolio, value $1,566,137.

    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 20,702 shares
    Change vs previous 13F +36 shares

    0.04% of the 13F portfolio, value $1,672,125.

    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 20,666 shares
    Change vs previous 13F +226 shares

    0.05% of the 13F portfolio, value $1,730,766.

    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 20,440 shares
    Change vs previous 13F +2,143 shares

    0.04% of the 13F portfolio, value $1,540,393.

    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 18,297 shares
    Change vs previous 13F +956 shares

    0.04% of the 13F portfolio, value $1,357,271.

    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 17,341 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,041,674.

    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).