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Stonegate Investment Group, LLC: PM position timeline

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

Stonegate Investment Group, LLC held 20,092 PM 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 20,092 shares
    Change vs previous 13F +402 shares

    0.08% of the 13F portfolio, value $3,259,002.

    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 19,690 shares
    Change vs previous 13F +440 shares

    0.09% of the 13F portfolio, value $3,586,191.

    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 19,250 shares
    Change vs previous 13F +5,685 shares

    0.08% of the 13F portfolio, value $3,055,580.

    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 13,565 shares
    Change vs previous 13F +694 shares

    0.04% of the 13F portfolio, value $1,632,510.

    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 12,871 shares
    Change vs previous 13F -1,119 shares

    0.04% of the 13F portfolio, value $1,562,585.

    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 13,990 shares
    Change vs previous 13F +274 shares

    0.04% of the 13F portfolio, value $1,417,565.

    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 13,716 shares
    Change vs previous 13F -556 shares

    0.04% of the 13F portfolio, value $1,256,704.

    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 14,272 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,342,669.

    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).