Stonegate Investment Group, LLC: SFBS position timeline

Stonegate Investment Group, LLC held 919,701 SFBS 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 919,701 shares

   Change vs previous 13F -17,968 shares

   1.72% of the 13F portfolio, value $74,063,485.

   13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 937,669 shares

   Change vs previous 13F -1,449 shares

   1.83% of the 13F portfolio, value $72,678,702.

   13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 939,118 shares

   Change vs previous 13F -8,249 shares

   2.08% of the 13F portfolio, value $77,571,126.

   13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 947,367 shares

   Change vs previous 13F +112,521 shares

   2.14% of the 13F portfolio, value $80,279,873.

   13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 834,846 shares

   Change vs previous 13F -118,258 shares

   1.77% of the 13F portfolio, value $67,163,373.

   13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-06-30

   13F 953,104 shares

   Change vs previous 13F +901,076 shares

   1.74% of the 13F portfolio, value $60,226,653.

   13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
   Filed 2024-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-03-31

   13F 52,028 shares

   Change vs previous 13F -257 shares

   0.11% of the 13F portfolio, value $3,452,590.

   13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
   Filed 2024-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-12-31

   13F 52,285 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $3,483,761.

   13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
   Filed 2024-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).