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STAGE HARBOR FINANCIAL, LLC: VTV position timeline

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

STAGE HARBOR FINANCIAL, LLC held 16,322 VTV 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 16,322 shares
    Change vs previous 13F +108 shares

    2.05% of the 13F portfolio, value $3,557,001.

    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 16,214 shares
    Change vs previous 13F +202 shares

    2.11% of the 13F portfolio, value $3,181,127.

    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 16,012 shares
    Change vs previous 13F -1,136 shares

    2.06% of the 13F portfolio, value $3,058,061.

    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 17,148 shares
    Change vs previous 13F +1,105 shares

    2.34% of the 13F portfolio, value $3,197,838.

    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 16,043 shares
    Change vs previous 13F -409 shares

    2.3% of the 13F portfolio, value $2,835,517.

    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 16,452 shares
    Change vs previous 13F +2,620 shares

    2.41% of the 13F portfolio, value $2,841,994.

    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 13,832 shares
    Change vs previous 13F +846 shares

    2.04% of the 13F portfolio, value $2,341,819.

    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 12,986 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $2,289,614.

    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).