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Disclosery

Stonegate Investment Group, LLC: SRE position timeline

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

Stonegate Investment Group, LLC held 9,346 SRE 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 9,346 shares
    Change vs previous 13F -5,131 shares

    0.02% of the 13F portfolio, value $840,985.

    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 14,477 shares
    Change vs previous 13F +1,565 shares

    0.03% of the 13F portfolio, value $1,096,922.

    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 12,912 shares
    Change vs previous 13F -419 shares

    0.02% of the 13F portfolio, value $921,400.

    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 13,331 shares
    Change vs previous 13F -246 shares

    0.03% of the 13F portfolio, value $1,169,395.

    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 13,577 shares
    Change vs previous 13F +1,334 shares

    0.03% of the 13F portfolio, value $1,135,445.

    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 12,243 shares
    Change vs previous 13F +1,474 shares

    0.03% of the 13F portfolio, value $931,203.

    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 10,769 shares
    Change vs previous 13F +954 shares

    0.02% of the 13F portfolio, value $773,537.

    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 9,815 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $733,475.

    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).