Skip to content
Disclosery

Stonegate Investment Group, LLC: SHEL position timeline

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

Stonegate Investment Group, LLC held 22,181 SHEL 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 22,181 shares
    Change vs previous 13F +1,156 shares

    0.04% of the 13F portfolio, value $1,586,618.

    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 21,025 shares
    Change vs previous 13F +1,498 shares

    0.04% of the 13F portfolio, value $1,480,370.

    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 19,527 shares
    Change vs previous 13F +7,042 shares

    0.04% of the 13F portfolio, value $1,430,939.

    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 12,485 shares
    Change vs previous 13F +500 shares

    0.02% of the 13F portfolio, value $782,185.

    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 11,985 shares
    Change vs previous 13F +547 shares

    0.02% of the 13F portfolio, value $790,411.

    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 11,438 shares
    Change vs previous 13F +2,738 shares

    0.02% of the 13F portfolio, value $825,595.

    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 8,700 shares
    Change vs previous 13F +1,521 shares

    0.02% of the 13F portfolio, value $583,248.

    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 7,179 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $472,378.

    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).