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STAGE HARBOR FINANCIAL, LLC: MUB position timeline

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

STAGE HARBOR FINANCIAL, LLC held 148,320 MUB 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 148,320 shares
    Change vs previous 13F -2,451 shares

    9.22% of the 13F portfolio, value $15,962,154.

    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 150,771 shares
    Change vs previous 13F +11 shares

    10.61% of the 13F portfolio, value $16,004,348.

    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 150,760 shares
    Change vs previous 13F -1,271 shares

    10.88% of the 13F portfolio, value $16,147,924.

    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 152,031 shares
    Change vs previous 13F -1,770 shares

    11.84% of the 13F portfolio, value $16,189,740.

    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 153,801 shares
    Change vs previous 13F -18,524 shares

    13.05% of the 13F portfolio, value $16,069,178.

    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 172,325 shares
    Change vs previous 13F -2,275 shares

    15.38% of the 13F portfolio, value $18,169,908.

    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 174,600 shares
    Change vs previous 13F -492 shares

    16.19% of the 13F portfolio, value $18,603,670.

    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 175,092 shares
    Change vs previous 13F not available

    17.19% of the 13F portfolio, value $18,873,193.

    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).