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ShoreHaven Wealth Partners, LLC: BKHY position timeline

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

ShoreHaven Wealth Partners, LLC held 101,068 BKHY 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 101,068 shares
    Change vs previous 13F +42,110 shares

    1.51% of the 13F portfolio, value $4,811,812.

    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 58,958 shares
    Change vs previous 13F -727 shares

    1% of the 13F portfolio, value $2,795,185.

    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 59,685 shares
    Change vs previous 13F +3,994 shares

    1.03% of the 13F portfolio, value $2,869,064.

    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 55,691 shares
    Change vs previous 13F +557 shares

    1% of the 13F portfolio, value $2,712,208.

    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 55,134 shares
    Change vs previous 13F -3,507 shares

    1.09% of the 13F portfolio, value $2,662,129.

    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 58,641 shares
    Change vs previous 13F -6,239 shares

    1.34% of the 13F portfolio, value $2,793,077.

    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 64,880 shares
    Change vs previous 13F +10,785 shares

    1.46% of the 13F portfolio, value $3,094,147.

    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).

  8. period ended2024-09-30
    13F 54,095 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,642,568.

    13F-HR 0001172661-24-004339 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).