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Disclosery

Stonegate Investment Group, LLC: MO position timeline

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

Stonegate Investment Group, LLC held 49,926 MO 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 49,926 shares
    Change vs previous 13F +482 shares

    0.08% of the 13F portfolio, value $3,298,080.

    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 49,444 shares
    Change vs previous 13F +1,558 shares

    0.07% of the 13F portfolio, value $2,898,878.

    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 47,886 shares
    Change vs previous 13F +782 shares

    0.08% of the 13F portfolio, value $2,874,100.

    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 47,104 shares
    Change vs previous 13F +209 shares

    0.07% of the 13F portfolio, value $2,463,072.

    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 46,895 shares
    Change vs previous 13F +221 shares

    0.06% of the 13F portfolio, value $2,393,509.

    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 46,674 shares
    Change vs previous 13F +1,682 shares

    0.06% of the 13F portfolio, value $2,126,007.

    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 44,992 shares
    Change vs previous 13F -1,371 shares

    0.06% of the 13F portfolio, value $1,962,561.

    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 46,363 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,870,283.

    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).