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Disclosery

Stonegate Investment Group, LLC: IJR position timeline

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

Stonegate Investment Group, LLC held 18,640 IJR 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 18,640 shares
    Change vs previous 13F -393 shares

    0.05% of the 13F portfolio, value $2,215,044.

    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 19,033 shares
    Change vs previous 13F -1,921 shares

    0.05% of the 13F portfolio, value $2,080,101.

    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 20,954 shares
    Change vs previous 13F +4,921 shares

    0.06% of the 13F portfolio, value $2,191,191.

    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 16,033 shares
    Change vs previous 13F -3,710 shares

    0.05% of the 13F portfolio, value $1,847,362.

    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 19,743 shares
    Change vs previous 13F +7,405 shares

    0.06% of the 13F portfolio, value $2,309,177.

    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 12,338 shares
    Change vs previous 13F +1,382 shares

    0.04% of the 13F portfolio, value $1,315,938.

    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 10,956 shares
    Change vs previous 13F +3,575 shares

    0.04% of the 13F portfolio, value $1,210,841.

    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 7,381 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $798,957.

    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).