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Stonegate Investment Group, LLC: MA position timeline

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

Stonegate Investment Group, LLC held 19,823 MA 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 19,823 shares
    Change vs previous 13F -155 shares

    0.26% of the 13F portfolio, value $11,275,424.

    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 19,978 shares
    Change vs previous 13F +91 shares

    0.28% of the 13F portfolio, value $11,226,369.

    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 19,887 shares
    Change vs previous 13F +3,862 shares

    0.29% of the 13F portfolio, value $10,900,219.

    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 16,025 shares
    Change vs previous 13F +127 shares

    0.23% of the 13F portfolio, value $8,437,906.

    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 15,898 shares
    Change vs previous 13F +329 shares

    0.21% of the 13F portfolio, value $7,850,375.

    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 15,569 shares
    Change vs previous 13F +42 shares

    0.2% of the 13F portfolio, value $6,868,630.

    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 15,527 shares
    Change vs previous 13F +1,004 shares

    0.23% of the 13F portfolio, value $7,477,409.

    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 14,523 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,194,237.

    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).