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Stonegate Investment Group, LLC: HUBS position timeline

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

Stonegate Investment Group, LLC held 614 HUBS 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 614 shares
    Change vs previous 13F -111 shares

    0.01% of the 13F portfolio, value $287,229.

    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 725 shares
    Change vs previous 13F -52 shares

    0.01% of the 13F portfolio, value $403,557.

    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 777 shares
    Change vs previous 13F -74 shares

    0.01% of the 13F portfolio, value $443,892.

    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 851 shares
    Change vs previous 13F -3,834 shares

    0.02% of the 13F portfolio, value $592,951.

    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 4,685 shares
    Change vs previous 13F +110 shares

    0.07% of the 13F portfolio, value $2,490,546.

    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 4,575 shares
    Change vs previous 13F +242 shares

    0.08% of the 13F portfolio, value $2,698,289.

    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 4,333 shares
    Change vs previous 13F -62 shares

    0.09% of the 13F portfolio, value $2,714,884.

    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 4,395 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,551,473.

    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).