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Haven Private, LLC: EDV position timeline

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

Haven Private, LLC held 7,956 EDV 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 7,956 shares
    Change vs previous 13F -336 shares

    0.2% of the 13F portfolio, value $517,776.

    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 8,292 shares
    Change vs previous 13F -1,022 shares

    0.23% of the 13F portfolio, value $538,565.

    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 9,314 shares
    Change vs previous 13F +2,824 shares

    0.26% of the 13F portfolio, value $605,503.

    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).

  4. period ended2025-09-30
    13F 6,490 shares
    Change vs previous 13F +2,590 shares

    0.2% of the 13F portfolio, value $444,241.

    13F-HR 0001705819-25-000080 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).

  5. period ended2025-06-30
    13F 3,900 shares
    Change vs previous 13F -19,780 shares

    0.12% of the 13F portfolio, value $262,470.

    13F-HR 0001705819-25-000053 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).

  6. period ended2025-03-31
    13F 23,680 shares
    Change vs previous 13F +8,408 shares

    0.95% of the 13F portfolio, value $1,683,885.

    13F-HR 0001705819-25-000035 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).

  7. period ended2024-12-31
    13F 15,272 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,034,220.

    13F-HR 0001705819-25-000021 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).