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Disclosery

Stonegate Investment Group, LLC: VV position timeline

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

Stonegate Investment Group, LLC held 46,169 VV 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 46,169 shares
    Change vs previous 13F +2,244 shares

    0.33% of the 13F portfolio, value $14,213,474.

    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 43,925 shares
    Change vs previous 13F +1,021 shares

    0.32% of the 13F portfolio, value $12,531,806.

    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 42,904 shares
    Change vs previous 13F +2,460 shares

    0.3% of the 13F portfolio, value $11,027,593.

    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 40,444 shares
    Change vs previous 13F +457 shares

    0.29% of the 13F portfolio, value $10,907,697.

    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 39,987 shares
    Change vs previous 13F +12,744 shares

    0.28% of the 13F portfolio, value $10,528,163.

    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 27,243 shares
    Change vs previous 13F +1,748 shares

    0.2% of the 13F portfolio, value $6,800,356.

    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 25,495 shares
    Change vs previous 13F +1,531 shares

    0.19% of the 13F portfolio, value $6,112,641.

    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 23,964 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,227,657.

    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).