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Disclosery

Stonegate Investment Group, LLC: WFC position timeline

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

Stonegate Investment Group, LLC held 45,267 WFC 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 45,267 shares
    Change vs previous 13F -2,245 shares

    0.09% of the 13F portfolio, value $3,794,250.

    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 47,512 shares
    Change vs previous 13F +1,416 shares

    0.1% of the 13F portfolio, value $3,806,681.

    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 46,096 shares
    Change vs previous 13F +60 shares

    0.09% of the 13F portfolio, value $3,309,199.

    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 46,036 shares
    Change vs previous 13F +603 shares

    0.09% of the 13F portfolio, value $3,233,569.

    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 45,433 shares
    Change vs previous 13F +2,954 shares

    0.07% of the 13F portfolio, value $2,566,532.

    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 42,479 shares
    Change vs previous 13F +3,554 shares

    0.07% of the 13F portfolio, value $2,522,814.

    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 38,925 shares
    Change vs previous 13F +1,911 shares

    0.07% of the 13F portfolio, value $2,256,080.

    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 37,014 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,821,847.

    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).