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Stonegate Investment Group, LLC: VOO position timeline

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

Stonegate Investment Group, LLC held 36,888 VOO 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 36,888 shares
    Change vs previous 13F -743 shares

    0.52% of the 13F portfolio, value $22,589,326.

    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 37,631 shares
    Change vs previous 13F +288 shares

    0.54% of the 13F portfolio, value $21,375,351.

    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 37,343 shares
    Change vs previous 13F +2,083 shares

    0.51% of the 13F portfolio, value $19,191,019.

    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 35,260 shares
    Change vs previous 13F -400 shares

    0.51% of the 13F portfolio, value $18,998,328.

    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 35,660 shares
    Change vs previous 13F +285 shares

    0.5% of the 13F portfolio, value $18,816,535.

    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 35,375 shares
    Change vs previous 13F +272 shares

    0.51% of the 13F portfolio, value $17,692,328.

    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 35,103 shares
    Change vs previous 13F -521 shares

    0.53% of the 13F portfolio, value $16,874,067.

    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 35,624 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $15,560,613.

    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).