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ShoreHaven Wealth Partners, LLC: FDRR position timeline

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

ShoreHaven Wealth Partners, LLC held 3,749 FDRR 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 3,749 shares
    Change vs previous 13F -46 shares

    0.08% of the 13F portfolio, value $243,235.

    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 3,795 shares
    Change vs previous 13F -117 shares

    0.08% of the 13F portfolio, value $223,159.

    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 3,912 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $238,710.

    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).