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Disclosery

Stonegate Investment Group, LLC: GS position timeline

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

Stonegate Investment Group, LLC held 11,717 GS 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 11,717 shares
    Change vs previous 13F +7,908 shares

    0.22% of the 13F portfolio, value $9,330,510.

    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 3,809 shares
    Change vs previous 13F -99 shares

    0.07% of the 13F portfolio, value $2,695,733.

    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 3,908 shares
    Change vs previous 13F +207 shares

    0.06% of the 13F portfolio, value $2,134,776.

    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 3,701 shares
    Change vs previous 13F -39 shares

    0.06% of the 13F portfolio, value $2,119,510.

    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 3,740 shares
    Change vs previous 13F -393 shares

    0.05% of the 13F portfolio, value $1,851,772.

    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 4,133 shares
    Change vs previous 13F +44 shares

    0.05% of the 13F portfolio, value $1,869,267.

    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 4,089 shares
    Change vs previous 13F +226 shares

    0.05% of the 13F portfolio, value $1,707,989.

    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 3,863 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,490,244.

    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).