Skip to content
Disclosery

Stonegate Investment Group, LLC: PEP position timeline

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

Stonegate Investment Group, LLC held 45,626 PEP 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 45,626 shares
    Change vs previous 13F -4,733 shares

    0.15% of the 13F portfolio, value $6,407,759.

    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 50,359 shares
    Change vs previous 13F +23,253 shares

    0.17% of the 13F portfolio, value $6,649,453.

    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 27,106 shares
    Change vs previous 13F +1,321 shares

    0.11% of the 13F portfolio, value $4,064,342.

    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 25,785 shares
    Change vs previous 13F +2,902 shares

    0.1% of the 13F portfolio, value $3,920,971.

    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 22,883 shares
    Change vs previous 13F +3,225 shares

    0.1% of the 13F portfolio, value $3,891,370.

    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 19,658 shares
    Change vs previous 13F +56 shares

    0.09% of the 13F portfolio, value $3,242,121.

    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 19,602 shares
    Change vs previous 13F +1,976 shares

    0.11% of the 13F portfolio, value $3,430,500.

    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 17,626 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,993,619.

    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).