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STONEHAVEN WEALTH & TAX SOLUTIONS, LLC → FPF
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
49
Latest value
$6M
Q3 2026
Peak value
$7.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.4M |
| Q3 2025 | $542K |
| Q3 2025 | $261K |
| Q3 2025 | $4.6M |
| Q3 2025 | $243K |
| Q3 2025 | $3.3M |
| Q3 2025 | $1.4M |
| Q3 2025 | $6.1M |
| Q3 2025 | $6.5M |
| Q4 2025 | $4.6M |
| Q4 2025 | $512K |
| Q4 2025 | $446K |
| Q4 2025 | $4.7M |
| Q4 2025 | $1M |
| Q4 2025 | $484K |
| Q4 2025 | $3.4M |
| Q4 2025 | $1.4M |
| Q4 2025 | $6M |
| Q4 2025 | $6.5M |
| Q1 2026 | $4.8M |
| Q1 2026 | $552K |
| Q1 2026 | $460K |
| Q1 2026 | $4.9M |
| Q1 2026 | $1.4M |
| Q1 2026 | $704K |
| Q1 2026 | $3.4M |
| Q1 2026 | $1.3M |
| Q1 2026 | $6M |
| Q1 2026 | $6.8M |
| Q2 2026 | $5M |
| Q2 2026 | $624K |
| Q2 2026 | $499K |
| Q2 2026 | $5.2M |
| Q2 2026 | $1.5M |
| Q2 2026 | $750K |
| Q2 2026 | $3.4M |
| Q2 2026 | $1.4M |
| Q2 2026 | $6.1M |
| Q2 2026 | $7.6M |
| Q3 2026 | $4.3M |
| Q3 2026 | $428K |
| Q3 2026 | $397K |
| Q3 2026 | $4.2M |
| Q3 2026 | $1.3M |
| Q3 2026 | $684K |
| Q3 2026 | $2.8M |
| Q3 2026 | $952K |
| Q3 2026 | $4.7M |
| Q3 2026 | $6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6M | 148.1K | — | — |
| Q3 2026 | $4.7M | 199.0K | — | — |
| Q3 2026 | $952K | 19.8K | — | — |
| Q3 2026 | $2.8M | 57.5K | — | — |
| Q3 2026 | $684K | 35.1K | — | — |
| Q3 2026 | $1.3M | 27.3K | — | — |
| Q3 2026 | $4.2M | 89.6K | — | — |
| Q3 2026 | $397K | 10.5K | — | — |
| Q3 2026 | $428K | 22.5K | — | — |
| Q3 2026 | $4.3M | 45.6K | — | — |
| Q2 2026 | $7.6M | 176.4K | — | — |
| Q2 2026 | $6.1M | 244.9K | — | — |
| Q2 2026 | $1.4M | 27.3K | — | — |
| Q2 2026 | $3.4M | 69.3K | — | — |
| Q2 2026 | $750K | 37.5K | — | — |
| Q2 2026 | $1.5M | 29.5K | — | — |
| Q2 2026 | $5.2M | 107.4K | — | — |
| Q2 2026 | $499K | 13.5K | — | — |
| Q2 2026 | $624K | 31.9K | — | — |
| Q2 2026 | $5M | 53.3K | — | — |
| Q1 2026 | $6.8M | 173.1K | — | — |
| Q1 2026 | $6M | 241.3K | — | — |
| Q1 2026 | $1.3M | 26.8K | — | — |
| Q1 2026 | $3.4M | 68.3K | — | — |
| Q1 2026 | $704K | 35.3K | — | — |
| Q1 2026 | $1.4M | 27.8K | — | — |
| Q1 2026 | $4.9M | 103.8K | — | — |
| Q1 2026 | $460K | 13.5K | — | — |
| Q1 2026 | $552K | 32.9K | — | — |
| Q1 2026 | $4.8M | 52.1K | — | — |
| Q4 2025 | $6.5M | 170.5K | — | — |
| Q4 2025 | $6M | 238.9K | — | — |
| Q4 2025 | $1.4M | 28.2K | — | — |
| Q4 2025 | $3.4M | 67.2K | — | — |
| Q4 2025 | $484K | 24.2K | — | — |
| Q4 2025 | $1M | 19.9K | — | — |
| Q4 2025 | $4.7M | 102.3K | — | — |
| Q4 2025 | $446K | 12.6K | — | — |
| Q4 2025 | $512K | 30.1K | — | — |
| Q4 2025 | $4.6M | 49.8K | — | — |
| Q3 2025 | $6.5M | 170.4K | — | — |
| Q3 2025 | $6.1M | 241.5K | — | — |
| Q3 2025 | $1.4M | 28.5K | — | — |
| Q3 2025 | $3.3M | 66.6K | — | — |
| Q3 2025 | $243K | 4.8K | — | — |
| Q3 2025 | $4.6M | 98.6K | — | — |
| Q3 2025 | $261K | 7.3K | — | — |
| Q3 2025 | $542K | 32.1K | — | — |
| Q3 2025 | $4.4M | 47.0K | — | — |