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Disclosery

Stonegate Investment Group, LLC: PFE position timeline

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

Stonegate Investment Group, LLC held 83,223 PFE 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 83,223 shares
    Change vs previous 13F -8,682 shares

    0.05% of the 13F portfolio, value $2,120,513.

    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 91,905 shares
    Change vs previous 13F +622 shares

    0.06% of the 13F portfolio, value $2,227,775.

    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 91,283 shares
    Change vs previous 13F -5,464 shares

    0.06% of the 13F portfolio, value $2,313,100.

    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 96,747 shares
    Change vs previous 13F -1,555 shares

    0.07% of the 13F portfolio, value $2,566,693.

    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 98,302 shares
    Change vs previous 13F -1,539 shares

    0.08% of the 13F portfolio, value $2,844,847.

    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 99,841 shares
    Change vs previous 13F -8,585 shares

    0.08% of the 13F portfolio, value $2,793,558.

    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 108,426 shares
    Change vs previous 13F -3,094 shares

    0.09% of the 13F portfolio, value $3,008,833.

    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 111,520 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,210,672.

    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).