Skip to content
Disclosery

Stonegate Investment Group, LLC: IVV position timeline

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

Stonegate Investment Group, LLC held 120,080 IVV 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 120,080 shares
    Change vs previous 13F 0 shares

    1.87% of the 13F portfolio, value $80,369,646.

    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 120,080 shares
    Change vs previous 13F +782 shares

    1.88% of the 13F portfolio, value $74,557,766.

    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 119,298 shares
    Change vs previous 13F +10 shares

    1.79% of the 13F portfolio, value $67,033,276.

    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 119,288 shares
    Change vs previous 13F +6,817 shares

    1.87% of the 13F portfolio, value $70,222,177.

    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 112,471 shares
    Change vs previous 13F +1,331 shares

    1.71% of the 13F portfolio, value $64,875,655.

    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 111,140 shares
    Change vs previous 13F +12,271 shares

    1.76% of the 13F portfolio, value $60,819,324.

    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 98,869 shares
    Change vs previous 13F +2,564 shares

    1.63% of the 13F portfolio, value $51,978,235.

    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 96,305 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $45,997,938.

    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).