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ShoreHaven Wealth Partners, LLC: BALI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ShoreHaven Wealth Partners, LLC on BALI, newest first. How the timeline and the estimate are built.

ShoreHaven Wealth Partners, LLC held 62,796 BALI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,796 shares
    Change vs previous 13F +26,682 shares

    0.67% of the 13F portfolio, value $2,124,398.

    13F-HR 0001172661-26-002613 filed by ShoreHaven Wealth Partners, 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 36,114 shares
    Change vs previous 13F -289 shares

    0.4% of the 13F portfolio, value $1,112,678.

    13F-HR 0001172661-26-001824 filed by ShoreHaven Wealth Partners, 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 36,403 shares
    Change vs previous 13F +1,272 shares

    0.41% of the 13F portfolio, value $1,153,269.

    13F-HR 0001172661-26-000597 filed by ShoreHaven Wealth Partners, 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 35,131 shares
    Change vs previous 13F -1,241 shares

    0.41% of the 13F portfolio, value $1,115,080.

    13F-HR 0001172661-25-004401 filed by ShoreHaven Wealth Partners, 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 36,372 shares
    Change vs previous 13F +23,292 shares

    0.45% of the 13F portfolio, value $1,095,188.

    13F-HR 0001172661-25-002774 filed by ShoreHaven Wealth Partners, 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 13,080 shares
    Change vs previous 13F -7,214 shares

    0.18% of the 13F portfolio, value $376,582.

    13F-HR 0001172661-25-001586 filed by ShoreHaven Wealth Partners, 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 20,294 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $613,894.

    13F-HR 0001172661-25-000416 filed by ShoreHaven Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).