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Disclosery

STAGE HARBOR FINANCIAL, LLC: VBR position timeline

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

STAGE HARBOR FINANCIAL, LLC held 3,156 VBR 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 3,156 shares
    Change vs previous 13F -148 shares

    0.44% of the 13F portfolio, value $766,876.

    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 3,304 shares
    Change vs previous 13F +19 shares

    0.48% of the 13F portfolio, value $717,794.

    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 3,285 shares
    Change vs previous 13F -417 shares

    0.47% of the 13F portfolio, value $695,730.

    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 3,702 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $772,644.

    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 3,702 shares
    Change vs previous 13F -316 shares

    0.59% of the 13F portfolio, value $721,927.

    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 4,018 shares
    Change vs previous 13F +2,818 shares

    0.63% of the 13F portfolio, value $748,513.

    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 1,200 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $237,816.

    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).