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Disclosery

Stonegate Investment Group, LLC: HLN position timeline

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

Stonegate Investment Group, LLC held 57,125 HLN 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 57,125 shares
    Change vs previous 13F +6,290 shares

    0.01% of the 13F portfolio, value $512,415.

    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 50,835 shares
    Change vs previous 13F +5,641 shares

    0.01% of the 13F portfolio, value $527,159.

    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 45,194 shares
    Change vs previous 13F -1,234 shares

    0.01% of the 13F portfolio, value $465,046.

    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 46,428 shares
    Change vs previous 13F +8,720 shares

    0.01% of the 13F portfolio, value $442,923.

    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 37,708 shares
    Change vs previous 13F -1,428 shares

    0.01% of the 13F portfolio, value $398,951.

    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 39,136 shares
    Change vs previous 13F +6,511 shares

    0.01% of the 13F portfolio, value $323,263.

    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 32,625 shares
    Change vs previous 13F +21,657 shares

    0.01% of the 13F portfolio, value $276,986.

    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 10,968 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $90,267.

    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).