Stonegate Investment Group, LLC: KWR position timeline

Stonegate Investment Group, LLC held 2,073 KWR 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 2,073 shares

   Change vs previous 13F +133 shares

   0.01% of the 13F portfolio, value $273,118.

   13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 1,940 shares

   Change vs previous 13F +210 shares

   0.01% of the 13F portfolio, value $217,164.

   13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 1,730 shares

   Change vs previous 13F +1,730 shares

   0.01% of the 13F portfolio, value $213,845.

   13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F -1,193 shares

   13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-06-30

   13F 1,193 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $202,452.

   13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
   Filed 2024-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).