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Disclosery

Stonegate Investment Group, LLC: META position timeline

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

Stonegate Investment Group, LLC held 105,853 META 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 105,853 shares
    Change vs previous 13F +185 shares

    1.8% of the 13F portfolio, value $77,736,297.

    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 105,668 shares
    Change vs previous 13F +3,032 shares

    1.96% of the 13F portfolio, value $77,992,954.

    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 102,636 shares
    Change vs previous 13F +57,118 shares

    1.58% of the 13F portfolio, value $59,154,931.

    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 45,518 shares
    Change vs previous 13F -727 shares

    0.71% of the 13F portfolio, value $26,650,742.

    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 46,245 shares
    Change vs previous 13F -565 shares

    0.7% of the 13F portfolio, value $26,472,494.

    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 46,810 shares
    Change vs previous 13F +3,077 shares

    0.68% of the 13F portfolio, value $23,602,601.

    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 43,733 shares
    Change vs previous 13F +127 shares

    0.67% of the 13F portfolio, value $21,235,726.

    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 43,606 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $15,434,609.

    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).