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Disclosery

Stonegate Investment Group, LLC: J position timeline

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

Stonegate Investment Group, LLC held 18,823 J 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 18,823 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,820,772.

    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 18,823 shares
    Change vs previous 13F -25 shares

    0.06% of the 13F portfolio, value $2,474,157.

    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 18,848 shares
    Change vs previous 13F -44 shares

    0.06% of the 13F portfolio, value $2,278,566.

    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 18,892 shares
    Change vs previous 13F +45 shares

    0.07% of the 13F portfolio, value $2,524,409.

    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 18,847 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $2,467,043.

    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 18,846 shares
    Change vs previous 13F -44 shares

    0.08% of the 13F portfolio, value $2,632,998.

    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 18,890 shares
    Change vs previous 13F +2,530 shares

    0.09% of the 13F portfolio, value $2,903,887.

    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 16,360 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,123,528.

    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).