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Stonegate Investment Group, LLC: NOW position timeline

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

Stonegate Investment Group, LLC held 7,504 NOW 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 7,504 shares
    Change vs previous 13F +825 shares

    0.16% of the 13F portfolio, value $6,905,838.

    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 6,679 shares
    Change vs previous 13F -16 shares

    0.17% of the 13F portfolio, value $6,866,546.

    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 6,695 shares
    Change vs previous 13F -21 shares

    0.14% of the 13F portfolio, value $5,330,157.

    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 6,716 shares
    Change vs previous 13F +32 shares

    0.19% of the 13F portfolio, value $7,119,766.

    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 6,684 shares
    Change vs previous 13F +44 shares

    0.16% of the 13F portfolio, value $5,978,103.

    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 6,640 shares
    Change vs previous 13F +1,352 shares

    0.15% of the 13F portfolio, value $5,223,489.

    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 5,288 shares
    Change vs previous 13F +741 shares

    0.13% of the 13F portfolio, value $4,031,571.

    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 4,547 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,212,410.

    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).