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Disclosery

Stonegate Investment Group, LLC: IWR position timeline

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

Stonegate Investment Group, LLC held 103,348 IWR 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 103,348 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $9,978,209.

    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 103,348 shares
    Change vs previous 13F -9,111 shares

    0.24% of the 13F portfolio, value $9,504,877.

    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 112,459 shares
    Change vs previous 13F -976 shares

    0.26% of the 13F portfolio, value $9,566,896.

    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 113,435 shares
    Change vs previous 13F +5,207 shares

    0.27% of the 13F portfolio, value $10,027,663.

    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 108,228 shares
    Change vs previous 13F -1,451 shares

    0.25% of the 13F portfolio, value $9,539,179.

    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 109,679 shares
    Change vs previous 13F +1,364 shares

    0.26% of the 13F portfolio, value $8,892,740.

    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 108,315 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $9,108,174.

    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 108,315 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $8,419,293.

    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).