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Disclosery

Haven Private, LLC: USFR position timeline

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

Haven Private, LLC held 509,989 USFR 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 509,989 shares
    Change vs previous 13F +306,191 shares

    9.76% of the 13F portfolio, value $25,677,948.

    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 203,798 shares
    Change vs previous 13F -43,503 shares

    4.47% of the 13F portfolio, value $10,259,190.

    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 247,301 shares
    Change vs previous 13F +15,582 shares

    5.45% of the 13F portfolio, value $12,444,211.

    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 231,719 shares
    Change vs previous 13F -30,164 shares

    5.15% of the 13F portfolio, value $11,648,527.

    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 261,883 shares
    Change vs previous 13F +182,158 shares

    5.84% of the 13F portfolio, value $13,175,309.

    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 79,725 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $4,012,559.

    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).