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ShoreHaven Wealth Partners, LLC: DNL position timeline

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

ShoreHaven Wealth Partners, LLC held 176,021 DNL 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 176,021 shares
    Change vs previous 13F +2,655 shares

    2.56% of the 13F portfolio, value $8,128,630.

    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 173,366 shares
    Change vs previous 13F +6,989 shares

    2.51% of the 13F portfolio, value $6,998,803.

    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 166,377 shares
    Change vs previous 13F +3,889 shares

    2.46% of the 13F portfolio, value $6,858,087.

    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 162,488 shares
    Change vs previous 13F -54,267 shares

    2.43% of the 13F portfolio, value $6,579,170.

    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 216,755 shares
    Change vs previous 13F +10,628 shares

    3.58% of the 13F portfolio, value $8,728,725.

    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 206,127 shares
    Change vs previous 13F -69,627 shares

    3.52% of the 13F portfolio, value $7,352,584.

    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 275,754 shares
    Change vs previous 13F +64,467 shares

    4.69% of the 13F portfolio, value $9,921,661.

    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 211,287 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $8,323,667.

    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).