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Stonegate Investment Group, LLC: VTV position timeline

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

Stonegate Investment Group, LLC held 23,884 VTV 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 23,884 shares
    Change vs previous 13F +2,369 shares

    0.1% of the 13F portfolio, value $4,454,132.

    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 21,515 shares
    Change vs previous 13F +1,131 shares

    0.1% of the 13F portfolio, value $3,802,619.

    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 20,384 shares
    Change vs previous 13F +2,363 shares

    0.09% of the 13F portfolio, value $3,521,188.

    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 18,021 shares
    Change vs previous 13F +617 shares

    0.08% of the 13F portfolio, value $3,050,935.

    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 17,404 shares
    Change vs previous 13F +9,115 shares

    0.08% of the 13F portfolio, value $3,038,218.

    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 8,289 shares
    Change vs previous 13F +2,198 shares

    0.04% of the 13F portfolio, value $1,329,581.

    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 6,091 shares
    Change vs previous 13F +1,187 shares

    0.03% of the 13F portfolio, value $991,922.

    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 4,904 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $733,216.

    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).