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Disclosery

Stonegate Investment Group, LLC: UBS position timeline

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

Stonegate Investment Group, LLC held 14,518 UBS 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 14,518 shares
    Change vs previous 13F +1,859 shares

    0.01% of the 13F portfolio, value $595,223.

    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 12,659 shares
    Change vs previous 13F +311 shares

    0.01% of the 13F portfolio, value $428,127.

    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 12,348 shares
    Change vs previous 13F -3,108 shares

    0.01% of the 13F portfolio, value $378,233.

    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 15,456 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $468,639.

    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 15,456 shares
    Change vs previous 13F +797 shares

    0.01% of the 13F portfolio, value $477,759.

    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 14,659 shares
    Change vs previous 13F +2,101 shares

    0.01% of the 13F portfolio, value $433,040.

    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 12,558 shares
    Change vs previous 13F +342 shares

    0.01% of the 13F portfolio, value $385,774.

    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 12,216 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $377,467.

    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).