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Stonegate Investment Group, LLC: IBM position timeline

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

Stonegate Investment Group, LLC held 14,319 IBM 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 14,319 shares
    Change vs previous 13F -314 shares

    0.09% of the 13F portfolio, value $4,040,360.

    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 14,633 shares
    Change vs previous 13F +498 shares

    0.11% of the 13F portfolio, value $4,313,440.

    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 14,135 shares
    Change vs previous 13F -383 shares

    0.09% of the 13F portfolio, value $3,514,920.

    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 14,518 shares
    Change vs previous 13F +1,190 shares

    0.09% of the 13F portfolio, value $3,191,459.

    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 13,328 shares
    Change vs previous 13F -18,712 shares

    0.08% of the 13F portfolio, value $2,946,541.

    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 32,040 shares
    Change vs previous 13F -1,244 shares

    0.16% of the 13F portfolio, value $5,541,392.

    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 33,284 shares
    Change vs previous 13F -309,455 shares

    0.2% of the 13F portfolio, value $6,355,819.

    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 342,739 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $56,055,000.

    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).