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Stonegate Investment Group, LLC: T position timeline

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

Stonegate Investment Group, LLC held 52,707 T 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 52,707 shares
    Change vs previous 13F +252 shares

    0.03% of the 13F portfolio, value $1,488,453.

    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 52,455 shares
    Change vs previous 13F -298 shares

    0.04% of the 13F portfolio, value $1,518,056.

    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 52,753 shares
    Change vs previous 13F -4,203 shares

    0.04% of the 13F portfolio, value $1,491,853.

    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 56,956 shares
    Change vs previous 13F +2,426 shares

    0.03% of the 13F portfolio, value $1,296,882.

    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 54,530 shares
    Change vs previous 13F -1,440 shares

    0.03% of the 13F portfolio, value $1,199,654.

    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 55,970 shares
    Change vs previous 13F +3,568 shares

    0.03% of the 13F portfolio, value $1,069,580.

    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 52,402 shares
    Change vs previous 13F +405 shares

    0.03% of the 13F portfolio, value $922,275.

    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 51,997 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $872,509.

    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).