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Stonegate Investment Group, LLC: V position timeline

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

Stonegate Investment Group, LLC held 349,885 V 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 349,885 shares
    Change vs previous 13F -150 shares

    2.77% of the 13F portfolio, value $119,443,765.

    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 350,035 shares
    Change vs previous 13F +913 shares

    3.13% of the 13F portfolio, value $124,279,973.

    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 349,122 shares
    Change vs previous 13F +5,024 shares

    3.27% of the 13F portfolio, value $122,353,373.

    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 344,098 shares
    Change vs previous 13F +621 shares

    2.9% of the 13F portfolio, value $108,748,504.

    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 343,477 shares
    Change vs previous 13F +8,379 shares

    2.49% of the 13F portfolio, value $94,439,157.

    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 335,098 shares
    Change vs previous 13F +11,608 shares

    2.55% of the 13F portfolio, value $87,953,086.

    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 323,490 shares
    Change vs previous 13F +8,693 shares

    2.83% of the 13F portfolio, value $90,279,610.

    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 314,797 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $81,957,443.

    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).