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Disclosery

Haven Private, LLC: IGOV position timeline

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

Haven Private, LLC held 24,127 IGOV 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 24,127 shares
    Change vs previous 13F -3,401 shares

    0.38% of the 13F portfolio, value $989,931.

    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 27,528 shares
    Change vs previous 13F -1,217 shares

    0.49% of the 13F portfolio, value $1,130,300.

    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 28,745 shares
    Change vs previous 13F +3,012 shares

    0.52% of the 13F portfolio, value $1,197,517.

    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 25,733 shares
    Change vs previous 13F +5,052 shares

    0.48% of the 13F portfolio, value $1,096,226.

    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 20,681 shares
    Change vs previous 13F +4,964 shares

    0.4% of the 13F portfolio, value $891,351.

    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 15,717 shares
    Change vs previous 13F -2,503 shares

    0.35% of the 13F portfolio, value $619,564.

    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 18,220 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $700,012.

    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).