STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

Business address
540 South Westland Drive, Appleton, WI, 54914
Top securities (13F)
SPLG, BBIN, AGG, SDVY, UCON, FVD, FTCS, SPEM, LMBS, TLT, JPME, VTI, BNDX, JPSE, ACWI, CATH, GWX, BIBL, SPY, and GLD
State of incorporation
WI
Fiscal year end
31 December
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STONEHAVEN WEALTH & TAX SOLUTIONS, LLC has filed 5 SEC EDGAR filings since 13 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-25103
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-25103
N-PX Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-25103
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-25103
13F-HR Open Document Open Filing 13 Feb 2025 31 Dec 2024 028-25103