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Disclosery

Haven Private, LLC: YEXT position timeline

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

Haven Private, LLC held 11,347 YEXT 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 11,347 shares
    Change vs previous 13F -33,690 shares

    0.02% of the 13F portfolio, value $52,990.

    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 45,037 shares
    Change vs previous 13F -14,211 shares

    0.08% of the 13F portfolio, value $172,942.

    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 59,248 shares
    Change vs previous 13F +1,886 shares

    0.21% of the 13F portfolio, value $477,539.

    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 57,362 shares
    Change vs previous 13F +1,507 shares

    0.22% of the 13F portfolio, value $488,724.

    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 55,855 shares
    Change vs previous 13F -2,207 shares

    0.21% of the 13F portfolio, value $474,768.

    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 58,062 shares
    Change vs previous 13F -2,121 shares

    0.2% of the 13F portfolio, value $357,662.

    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 60,183 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $382,764.

    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).