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ShoreHaven Wealth Partners, LLC: EFV position timeline

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

ShoreHaven Wealth Partners, LLC held 53,441 EFV 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 53,441 shares
    Change vs previous 13F -27,414 shares

    1.29% of the 13F portfolio, value $4,090,893.

    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 80,855 shares
    Change vs previous 13F -16,432 shares

    2.16% of the 13F portfolio, value $6,011,581.

    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 97,287 shares
    Change vs previous 13F -14,162 shares

    2.5% of the 13F portfolio, value $6,947,295.

    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 111,449 shares
    Change vs previous 13F -56,206 shares

    2.8% of the 13F portfolio, value $7,559,589.

    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 167,655 shares
    Change vs previous 13F +62,174 shares

    4.36% of the 13F portfolio, value $10,642,752.

    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 105,481 shares
    Change vs previous 13F -36,425 shares

    2.98% of the 13F portfolio, value $6,217,076.

    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 141,906 shares
    Change vs previous 13F +14,181 shares

    3.52% of the 13F portfolio, value $7,445,810.

    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 127,725 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $7,348,071.

    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).