Skip to content
Disclosery

Stonegate Investment Group, LLC: SDY position timeline

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

Stonegate Investment Group, LLC held 11,903 SDY 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 11,903 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,667,015.

    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 11,903 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,615,594.

    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 11,903 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,614,999.

    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 11,903 shares
    Change vs previous 13F -20 shares

    0.04% of the 13F portfolio, value $1,572,386.

    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 11,923 shares
    Change vs previous 13F -60 shares

    0.04% of the 13F portfolio, value $1,693,543.

    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 11,983 shares
    Change vs previous 13F -17,538 shares

    0.04% of the 13F portfolio, value $1,523,998.

    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 29,521 shares
    Change vs previous 13F +386 shares

    0.12% of the 13F portfolio, value $3,874,336.

    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 29,135 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,641,001.

    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).