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Disclosery

Stonegate Investment Group, LLC: TFC position timeline

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

Stonegate Investment Group, LLC held 6,944 TFC 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 6,944 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $317,480.

    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 6,936 shares
    Change vs previous 13F -2,474 shares

    0.01% of the 13F portfolio, value $298,179.

    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 9,410 shares
    Change vs previous 13F +3,133 shares

    0.01% of the 13F portfolio, value $387,222.

    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 6,277 shares
    Change vs previous 13F +1,473 shares

    0.01% of the 13F portfolio, value $272,296.

    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 4,804 shares
    Change vs previous 13F -588 shares

    0.01% of the 13F portfolio, value $205,476.

    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 5,392 shares
    Change vs previous 13F -801 shares

    0.01% of the 13F portfolio, value $209,495.

    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 6,193 shares
    Change vs previous 13F -1,122 shares

    0.01% of the 13F portfolio, value $241,411.

    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 7,315 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $270,077.

    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).