Skip to content
Disclosery

STAGE HARBOR FINANCIAL, LLC: EFV position timeline

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

STAGE HARBOR FINANCIAL, LLC held 92,606 EFV 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 92,606 shares
    Change vs previous 13F -31 shares

    4.1% of the 13F portfolio, value $7,088,964.

    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 92,637 shares
    Change vs previous 13F -157 shares

    4.57% of the 13F portfolio, value $6,887,567.

    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 92,794 shares
    Change vs previous 13F -1,923 shares

    4.47% of the 13F portfolio, value $6,626,425.

    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 94,717 shares
    Change vs previous 13F -99 shares

    4.7% of the 13F portfolio, value $6,424,650.

    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 94,816 shares
    Change vs previous 13F -1,515 shares

    4.89% of the 13F portfolio, value $6,018,916.

    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 96,331 shares
    Change vs previous 13F +7,842 shares

    4.81% of the 13F portfolio, value $5,677,777.

    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 88,489 shares
    Change vs previous 13F +1,371 shares

    4.04% of the 13F portfolio, value $4,643,043.

    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 87,118 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $4,930,885.

    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).