Skip to content
Disclosery

Stonegate Investment Group, LLC: VO position timeline

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

Stonegate Investment Group, LLC held 13,280 VO 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 13,280 shares
    Change vs previous 13F +703 shares

    0.09% of the 13F portfolio, value $3,900,789.

    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 12,577 shares
    Change vs previous 13F -330 shares

    0.09% of the 13F portfolio, value $3,519,508.

    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 12,907 shares
    Change vs previous 13F +3,157 shares

    0.09% of the 13F portfolio, value $3,338,088.

    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 9,750 shares
    Change vs previous 13F +259 shares

    0.07% of the 13F portfolio, value $2,575,204.

    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 9,491 shares
    Change vs previous 13F +3,846 shares

    0.07% of the 13F portfolio, value $2,504,085.

    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 5,645 shares
    Change vs previous 13F +634 shares

    0.04% of the 13F portfolio, value $1,366,614.

    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 5,011 shares
    Change vs previous 13F +617 shares

    0.04% of the 13F portfolio, value $1,252,007.

    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 4,394 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,022,336.

    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).