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Disclosery

Stonegate Investment Group, LLC: SHOP position timeline

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

Stonegate Investment Group, LLC held 7,050 SHOP 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 7,050 shares
    Change vs previous 13F -1,008 shares

    0.02% of the 13F portfolio, value $1,047,710.

    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 8,058 shares
    Change vs previous 13F -3,399 shares

    0.02% of the 13F portfolio, value $929,460.

    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 11,457 shares
    Change vs previous 13F +2,112 shares

    0.03% of the 13F portfolio, value $1,093,927.

    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 9,345 shares
    Change vs previous 13F -24,906 shares

    0.03% of the 13F portfolio, value $993,667.

    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 34,251 shares
    Change vs previous 13F +2,415 shares

    0.07% of the 13F portfolio, value $2,744,885.

    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 31,836 shares
    Change vs previous 13F +6,071 shares

    0.06% of the 13F portfolio, value $2,102,776.

    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 25,765 shares
    Change vs previous 13F +142 shares

    0.06% of the 13F portfolio, value $1,988,276.

    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 25,623 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,996,032.

    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).