STONEHAVEN WEALTH & TAX SOLUTIONS, LLC MET METLIFE INC

Ownership history in STONEHAVEN WEALTH & TAX SOLUTIONS, LLC  ·  3 quarters on record

AI Ownership Summary

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported METLIFE INC (MET) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.25% in 2025 Q1. The latest visible filing shows MET at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's position in METLIFE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MET was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held MET — position size vs. price
% of Fund (quarterly)    MET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,902 -118 -3.9% 0.22% $239K 2025-11-13 $78.30
2025 Q2 ADDED 3,020 +52 +1.8% 0.24% $243K 2025-08-14 $76.23
2025 Q1 INITIATED 2,968 0.25% $238K 2025-05-15 $78.11

FAQ About STONEHAVEN WEALTH & TAX SOLUTIONS, LLC and MET

These are the practical questions this page is built to answer before you even open the full history table.

How long has STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported owning MET?

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported MET across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported MET position in STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's portfolio?

The largest reported portfolio weight for MET was 0.25% in 2025 Q1.

What is the latest reported MET position on this page?

The most recent filing on this page is 2025 Q3, when STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported 2,902 shares, equal to 0.22% of portfolio, with an estimated market value of $239K.

What does the chart on this MET ownership page compare?

The chart compares STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's quarterly MET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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