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Disclosery

STAGE HARBOR FINANCIAL, LLC: DFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STAGE HARBOR FINANCIAL, LLC on DFIV, newest first. How the timeline and the estimate are built.

STAGE HARBOR FINANCIAL, LLC held 25,914 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,914 shares
    Change vs previous 13F +6,141 shares

    0.81% of the 13F portfolio, value $1,399,854.

    13F-HR 0001951757-26-001181 filed by STAGE HARBOR FINANCIAL, 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 19,773 shares
    Change vs previous 13F +6,530 shares

    0.69% of the 13F portfolio, value $1,043,621.

    13F-HR 0001951757-26-000769 filed by STAGE HARBOR FINANCIAL, 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 13,243 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $660,819.

    13F-HR 0001951757-26-000471 filed by STAGE HARBOR FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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