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Disclosery

Stonegate Investment Group, LLC: WM position timeline

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

Stonegate Investment Group, LLC held 16,404 WM 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 16,404 shares
    Change vs previous 13F +389 shares

    0.08% of the 13F portfolio, value $3,622,470.

    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 16,015 shares
    Change vs previous 13F +60 shares

    0.09% of the 13F portfolio, value $3,664,532.

    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 15,955 shares
    Change vs previous 13F -50 shares

    0.1% of the 13F portfolio, value $3,693,803.

    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 16,005 shares
    Change vs previous 13F -8 shares

    0.09% of the 13F portfolio, value $3,229,570.

    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 16,013 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $3,324,288.

    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 16,012 shares
    Change vs previous 13F +294 shares

    0.1% of the 13F portfolio, value $3,416,062.

    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 15,718 shares
    Change vs previous 13F +2,167 shares

    0.11% of the 13F portfolio, value $3,350,215.

    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 13,551 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,426,984.

    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).