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STAGE HARBOR FINANCIAL, LLC: DFLV position timeline

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

STAGE HARBOR FINANCIAL, LLC held 703,973 DFLV 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 703,973 shares
    Change vs previous 13F +36,790 shares

    16.08% of the 13F portfolio, value $27,835,105.

    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 667,183 shares
    Change vs previous 13F +34,548 shares

    15.8% of the 13F portfolio, value $23,825,100.

    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 632,635 shares
    Change vs previous 13F +26,839 shares

    14.59% of the 13F portfolio, value $21,642,429.

    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).

  4. period ended2025-09-30
    13F 605,796 shares
    Change vs previous 13F +20,756 shares

    14.58% of the 13F portfolio, value $19,930,687.

    13F-HR 0001951757-25-001241 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).

  5. period ended2025-06-30
    13F 585,040 shares
    Change vs previous 13F +93,765 shares

    14.74% of the 13F portfolio, value $18,147,955.

    13F-HR 0001951757-25-001087 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).

  6. period ended2025-03-31
    13F 491,275 shares
    Change vs previous 13F +56,393 shares

    12.72% of the 13F portfolio, value $15,018,275.

    13F-HR 0001951757-25-000470 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).

  7. period ended2024-12-31
    13F 434,882 shares
    Change vs previous 13F +47,242 shares

    11.36% of the 13F portfolio, value $13,059,523.

    13F-HR 0001951757-25-000244 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).

  8. period ended2024-09-30
    13F 387,640 shares
    Change vs previous 13F not available

    11.04% of the 13F portfolio, value $12,121,497.

    13F-HR 0001951757-24-001041 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).