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Disclosery

Stonegate Investment Group, LLC: UTG position timeline

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

Stonegate Investment Group, LLC held 7,179 UTG 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 7,179 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $284,440.

    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 7,171 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $259,454.

    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 7,163 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,078.

    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).