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ShoreHaven Wealth Partners, LLC: EFG position timeline

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

ShoreHaven Wealth Partners, LLC held 29,862 EFG 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 29,862 shares
    Change vs previous 13F +5 shares

    1.17% of the 13F portfolio, value $3,715,408.

    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 29,857 shares
    Change vs previous 13F -1,455 shares

    1.19% of the 13F portfolio, value $3,325,138.

    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 31,312 shares
    Change vs previous 13F +136 shares

    1.28% of the 13F portfolio, value $3,567,088.

    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 31,176 shares
    Change vs previous 13F +84 shares

    1.31% of the 13F portfolio, value $3,550,431.

    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 31,092 shares
    Change vs previous 13F +596 shares

    1.43% of the 13F portfolio, value $3,482,410.

    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 30,496 shares
    Change vs previous 13F -5,226 shares

    1.46% of the 13F portfolio, value $3,049,686.

    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 35,722 shares
    Change vs previous 13F +1,079 shares

    1.63% of the 13F portfolio, value $3,458,981.

    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 34,643 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $3,729,350.

    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).