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Disclosery

Haven Private, LLC: IWC position timeline

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

Haven Private, LLC held 4,072 IWC 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 4,072 shares
    Change vs previous 13F -2,000 shares

    0.31% of the 13F portfolio, value $814,563.

    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 6,072 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $969,152.

    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 6,072 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $957,554.

    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 6,072 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $905,275.

    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 6,072 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $775,151.

    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).