Skip to content
Disclosery

STAGE HARBOR FINANCIAL, LLC: VTI position timeline

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

STAGE HARBOR FINANCIAL, LLC held 3,576 VTI 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 3,576 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $1,323,371.

    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 3,576 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $1,147,310.

    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 3,576 shares
    Change vs previous 13F +160 shares

    0.81% of the 13F portfolio, value $1,199,023.

    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 3,416 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $1,121,124.

    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 3,416 shares
    Change vs previous 13F -13 shares

    0.84% of the 13F portfolio, value $1,038,313.

    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 3,429 shares
    Change vs previous 13F +1,919 shares

    0.8% of the 13F portfolio, value $942,506.

    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 1,510 shares
    Change vs previous 13F +729 shares

    0.38% of the 13F portfolio, value $437,697.

    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 781 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $223,535.

    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).