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Disclosery

Haven Private, LLC: BUXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Haven Private, LLC on BUXX, newest first. How the timeline and the estimate are built.

Haven Private, LLC held 202,803 BUXX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,803 shares
    Change vs previous 13F +68,633 shares

    1.56% of the 13F portfolio, value $4,104,730.

    13F-HR 0001705819-26-000047 filed by Haven Private, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 134,170 shares
    Change vs previous 13F +45,489 shares

    1.18% of the 13F portfolio, value $2,716,279.

    13F-HR 0001705819-26-000033 filed by Haven Private, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 88,681 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,794,906.

    13F-HR 0001705819-26-000021 filed by Haven Private, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).