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Disclosery

STAGE HARBOR FINANCIAL, LLC: USMV position timeline

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

STAGE HARBOR FINANCIAL, LLC held 2,346 USMV 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 2,346 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $226,295.

    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 2,346 shares
    Change vs previous 13F -44 shares

    0.14% of the 13F portfolio, value $217,568.

    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 2,390 shares
    Change vs previous 13F -756 shares

    0.15% of the 13F portfolio, value $225,042.

    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 3,146 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $299,310.

    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 3,146 shares
    Change vs previous 13F -296 shares

    0.24% of the 13F portfolio, value $295,315.

    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 3,442 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $322,378.

    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).