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Haven Private, LLC: HYG position timeline

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

Haven Private, LLC held 4,475 HYG 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 4,475 shares
    Change vs previous 13F +1,340 shares

    0.14% of the 13F portfolio, value $357,866.

    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 3,135 shares
    Change vs previous 13F +159 shares

    0.11% of the 13F portfolio, value $249,421.

    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 2,976 shares
    Change vs previous 13F +109 shares

    0.1% of the 13F portfolio, value $239,955.

    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 2,867 shares
    Change vs previous 13F -1,505 shares

    0.1% of the 13F portfolio, value $232,772.

    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 4,372 shares
    Change vs previous 13F -2,406 shares

    0.16% of the 13F portfolio, value $352,602.

    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 6,778 shares
    Change vs previous 13F +1,131 shares

    0.3% of the 13F portfolio, value $534,716.

    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 5,647 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $444,137.

    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).