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44 WEALTH MANAGEMENT LLC: STAG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 44 WEALTH MANAGEMENT LLC on STAG, newest first. How the timeline and the estimate are built.

44 WEALTH MANAGEMENT LLC held 16,983 STAG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,983 shares
    Change vs previous 13F -703 shares

    0.21% of the 13F portfolio, value $646,373.

    13F-HR 0001765380-26-000397 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,686 shares
    Change vs previous 13F -106 shares

    0.22% of the 13F portfolio, value $637,757.

    13F-HR 0001765380-26-000215 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,792 shares
    Change vs previous 13F +6,293 shares

    0.22% of the 13F portfolio, value $654,034.

    13F-HR 0001420506-26-000216 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,499 shares
    Change vs previous 13F +141 shares

    0.14% of the 13F portfolio, value $405,800.

    13F-HR 0001420506-25-003363 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,358 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $412,068.

    13F-HR 0001420506-25-002191 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).