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STONEHAVEN WEALTH & TAX SOLUTIONS, LLC: EBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STONEHAVEN WEALTH & TAX SOLUTIONS, LLC on EBND, newest first. How the timeline and the estimate are built.

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 24,764 EBND shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,764 shares
    Change vs previous 13F -576 shares

    0.41% of the 13F portfolio, value $518,063.

    13F-HR 0001951757-26-001129 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 25,340 shares
    Change vs previous 13F +4,094 shares

    0.46% of the 13F portfolio, value $523,018.

    13F-HR 0001951757-26-000884 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 21,246 shares
    Change vs previous 13F +1,206 shares

    0.41% of the 13F portfolio, value $454,027.

    13F-HR 0001951757-26-000287 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 20,040 shares
    Change vs previous 13F +154 shares

    0.4% of the 13F portfolio, value $428,054.

    13F-HR 0001951757-25-001410 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 19,886 shares
    Change vs previous 13F +2,362 shares

    0.42% of the 13F portfolio, value $425,560.

    13F-HR 0001951757-25-001089 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 17,524 shares
    Change vs previous 13F -2,433 shares

    0.37% of the 13F portfolio, value $351,707.

    13F-HR 0001951757-25-000563 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 19,957 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $389,760.

    13F-HR 0001951757-25-000259 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).