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Stonegate Investment Group, LLC: TT position timeline

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

Stonegate Investment Group, LLC held 23,602 TT 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 23,602 shares
    Change vs previous 13F +8,107 shares

    0.23% of the 13F portfolio, value $9,959,002.

    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 15,495 shares
    Change vs previous 13F -10 shares

    0.17% of the 13F portfolio, value $6,777,465.

    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 15,505 shares
    Change vs previous 13F +127 shares

    0.14% of the 13F portfolio, value $5,223,925.

    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 15,378 shares
    Change vs previous 13F +1,633 shares

    0.15% of the 13F portfolio, value $5,680,035.

    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 13,745 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,343,094.

    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).