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Disclosery

STAGE HARBOR FINANCIAL, LLC: DXUV position timeline

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

STAGE HARBOR FINANCIAL, LLC held 92,079 DXUV 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 92,079 shares
    Change vs previous 13F +16,037 shares

    3.54% of the 13F portfolio, value $6,123,268.

    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 76,042 shares
    Change vs previous 13F +12,167 shares

    2.99% of the 13F portfolio, value $4,513,087.

    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 63,875 shares
    Change vs previous 13F +11,496 shares

    2.57% of the 13F portfolio, value $3,818,455.

    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 52,379 shares
    Change vs previous 13F +7,003 shares

    2.24% of the 13F portfolio, value $3,061,023.

    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 45,376 shares
    Change vs previous 13F +26,677 shares

    2% of the 13F portfolio, value $2,460,744.

    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 18,699 shares
    Change vs previous 13F +12,215 shares

    0.8% of the 13F portfolio, value $939,735.

    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 6,484 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $342,679.

    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).