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Stonegate Investment Group, LLC: UPS position timeline

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

Stonegate Investment Group, LLC held 61,856 UPS 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 61,856 shares
    Change vs previous 13F -4,368 shares

    0.12% of the 13F portfolio, value $5,166,851.

    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 66,224 shares
    Change vs previous 13F -570,052 shares

    0.17% of the 13F portfolio, value $6,684,606.

    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 636,276 shares
    Change vs previous 13F +198,050 shares

    1.87% of the 13F portfolio, value $69,983,969.

    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 438,226 shares
    Change vs previous 13F +2,133 shares

    1.47% of the 13F portfolio, value $55,260,279.

    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 436,093 shares
    Change vs previous 13F +401,887 shares

    1.57% of the 13F portfolio, value $59,456,895.

    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 34,206 shares
    Change vs previous 13F -11,640 shares

    0.14% of the 13F portfolio, value $4,681,085.

    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 45,846 shares
    Change vs previous 13F +2,568 shares

    0.21% of the 13F portfolio, value $6,814,125.

    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 43,278 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,804,556.

    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).