Skip to content
Disclosery

Stonegate Investment Group, LLC: VYM position timeline

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

Stonegate Investment Group, LLC held 2,087 VYM 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 2,087 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $294,138.

    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 2,087 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $278,195.

    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 2,087 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $269,117.

    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 2,072 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $264,345.

    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 2,066 shares
    Change vs previous 13F +201 shares

    0.01% of the 13F portfolio, value $264,799.

    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 1,865 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $221,188.

    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).