Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $118 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Stage Harbor Financial, LLC Portfolio

Follow Stage Harbor Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stage Harbor Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stage Harbor Financial, LLC with notifications on news.