Advertisement
Screener

Stonegate Investment Group, LLC Info

Stonegate Investment Group, LLC info

Stonegate Investment Group, LLC (SEC CIK 1904154) first filed with the SEC on 2022-02-11 (Form 13F-HR) and has filed 19 times since, including 16 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 2005 STONEGATE TRAIL, SUITE 101, BIRMINGHAM, AL, 35242.

  • Name: Value Stonegate Investment Group, LLC.
  • SEC CIK: Value 1904154.
  • State of organization: Value DE.
  • Business address: Value 2005 STONEGATE TRAIL, SUITE 101, BIRMINGHAM, AL, 35242.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameStonegate Investment Group, LLC
SEC CIK1904154
State of organizationDE
Business address2005 STONEGATE TRAIL, SUITE 101, BIRMINGHAM, AL, 35242
Mailing address2005 STONEGATE TRAIL, SUITE 101, BIRMINGHAM, AL, 35242
Phone(205) 963-0840
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2022-02-11 (Form 13F-HR)
Latest SEC filing2025-11-03 (Form 13F-HR)
Filings on EDGAR19
First Form 13F-HR2022-02-11 (quarter ended 2021-12-31)
Latest Form 13F-HR2025-11-03 (quarter ended 2025-09-30)
Form 13F-HR filings16

Filings by Form

FormFilingsLatest
13F-HR162025-11-03
N-PX22025-07-22
N-PX/A12024-08-21

Filings by Year

YearFilingsForm 13F-HR
202554
202464
202344
202244

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet