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Disclosery

Haven Private, LLC: IBND position timeline

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

Haven Private, LLC held 35,087 IBND 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 35,087 shares
    Change vs previous 13F -2,020 shares

    0.42% of the 13F portfolio, value $1,094,013.

    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 37,107 shares
    Change vs previous 13F -284 shares

    0.5% of the 13F portfolio, value $1,153,286.

    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 37,391 shares
    Change vs previous 13F +3,049 shares

    0.53% of the 13F portfolio, value $1,200,625.

    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 34,342 shares
    Change vs previous 13F +8,053 shares

    0.49% of the 13F portfolio, value $1,108,903.

    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 26,289 shares
    Change vs previous 13F +5,337 shares

    0.38% of the 13F portfolio, value $856,759.

    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 20,952 shares
    Change vs previous 13F -3,288 shares

    0.35% of the 13F portfolio, value $617,874.

    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 24,240 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $687,446.

    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).