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Disclosery

Stonegate Investment Group, LLC: GL position timeline

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

Stonegate Investment Group, LLC held 32,719 GL 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 32,719 shares
    Change vs previous 13F +1,757 shares

    0.11% of the 13F portfolio, value $4,677,835.

    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 30,962 shares
    Change vs previous 13F -2,898 shares

    0.1% of the 13F portfolio, value $3,848,303.

    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 33,860 shares
    Change vs previous 13F -2,356 shares

    0.12% of the 13F portfolio, value $4,460,059.

    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 36,216 shares
    Change vs previous 13F -400 shares

    0.11% of the 13F portfolio, value $4,038,852.

    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 36,616 shares
    Change vs previous 13F -1,239 shares

    0.1% of the 13F portfolio, value $3,878,024.

    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 37,855 shares
    Change vs previous 13F +6,694 shares

    0.09% of the 13F portfolio, value $3,114,678.

    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 31,161 shares
    Change vs previous 13F -2,962 shares

    0.11% of the 13F portfolio, value $3,626,243.

    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 34,123 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,153,425.

    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).