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Disclosery

Stonegate Investment Group, LLC: VTWO position timeline

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

Stonegate Investment Group, LLC held 14,421 VTWO 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 14,421 shares
    Change vs previous 13F +1,017 shares

    0.03% of the 13F portfolio, value $1,410,697.

    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 13,404 shares
    Change vs previous 13F +133 shares

    0.03% of the 13F portfolio, value $1,169,102.

    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 13,271 shares
    Change vs previous 13F +1,010 shares

    0.03% of the 13F portfolio, value $1,070,290.

    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 12,261 shares
    Change vs previous 13F +315 shares

    0.03% of the 13F portfolio, value $1,095,236.

    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 11,946 shares
    Change vs previous 13F +5,291 shares

    0.03% of the 13F portfolio, value $1,067,481.

    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 6,655 shares
    Change vs previous 13F +1,059 shares

    0.02% of the 13F portfolio, value $545,541.

    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 5,596 shares
    Change vs previous 13F +795 shares

    0.01% of the 13F portfolio, value $476,028.

    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 4,801 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $389,387.

    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).