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Disclosery

Stonegate Investment Group, LLC: JOE position timeline

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

Stonegate Investment Group, LLC held 12,122 JOE 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 12,122 shares
    Change vs previous 13F -161 shares

    0.01% of the 13F portfolio, value $599,786.

    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 12,283 shares
    Change vs previous 13F -5,725 shares

    0.01% of the 13F portfolio, value $585,898.

    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 18,008 shares
    Change vs previous 13F +1,748 shares

    0.02% of the 13F portfolio, value $845,476.

    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 16,260 shares
    Change vs previous 13F +88 shares

    0.02% of the 13F portfolio, value $730,540.

    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 16,172 shares
    Change vs previous 13F -429 shares

    0.02% of the 13F portfolio, value $942,995.

    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 16,601 shares
    Change vs previous 13F -590 shares

    0.03% of the 13F portfolio, value $908,088.

    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 17,191 shares
    Change vs previous 13F +745 shares

    0.03% of the 13F portfolio, value $996,552.

    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 16,446 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $989,745.

    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).