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STAGE HARBOR FINANCIAL, LLC: IWM position timeline

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

STAGE HARBOR FINANCIAL, LLC held 3,889 IWM 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 3,889 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,168,562.

    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 3,889 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $964,558.

    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 3,889 shares
    Change vs previous 13F +11 shares

    0.65% of the 13F portfolio, value $957,396.

    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 3,878 shares
    Change vs previous 13F +415 shares

    0.69% of the 13F portfolio, value $938,389.

    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 3,463 shares
    Change vs previous 13F +204 shares

    0.61% of the 13F portfolio, value $747,334.

    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 3,259 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $650,181.

    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 3,259 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $720,150.

    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 3,259 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $721,119.

    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).