Stonehaven Wealth & TAX Solutions, LLCETFConcentrated trader

CIK: 0002056591 | APPLETON, WI

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	83	$105.4M	2026-10-22	SEC ↗
Q2 2026	13F-HR	93	$124.9M	2026-08-06	SEC ↗
Q1 2026	13F-HR	82	$113.0M	2026-05-15	SEC ↗
Q4 2025	13F-HR	85	$111.3M	2026-01-23	SEC ↗
Q3 2025	13F-HR	81	$108.2M	2025-11-13	SEC ↗
Q2 2025	13F-HR	79	$102.4M	2025-08-14	SEC ↗
Q1 2025	13F-HR	72	$94.7M	2025-05-15	SEC ↗
Q4 2024	13F-HR	83	$91.9M	2025-02-13	SEC ↗