ShoreHaven Wealth Partners, LLC: FMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ShoreHaven Wealth Partners, LLC on FMB, newest first. How the timeline and the estimate are built.
ShoreHaven Wealth Partners, LLC held 8,109 FMB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 8,109 sharesChange vs previous 13F +730 shares
0.13% of the 13F portfolio, value $416,542.
13F-HR 0001172661-26-002613 filed by ShoreHaven Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,379 sharesChange vs previous 13F -203 shares
0.13% of the 13F portfolio, value $373,825.
13F-HR 0001172661-26-001824 filed by ShoreHaven Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,582 sharesChange vs previous 13F +342 shares
0.14% of the 13F portfolio, value $387,711.
13F-HR 0001172661-26-000597 filed by ShoreHaven Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,240 sharesChange vs previous 13F +822 shares
0.14% of the 13F portfolio, value $367,085.
13F-HR 0001172661-25-004401 filed by ShoreHaven Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,418 sharesChange vs previous 13F +491 shares
0.13% of the 13F portfolio, value $319,750.
13F-HR 0001172661-25-002774 filed by ShoreHaven Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,927 sharesChange vs previous 13F -2,794 shares
0.14% of the 13F portfolio, value $298,857.
13F-HR 0001172661-25-001586 filed by ShoreHaven Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,721 sharesChange vs previous 13F -950 shares
0.21% of the 13F portfolio, value $444,863.
13F-HR 0001172661-25-000416 filed by ShoreHaven Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,671 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $502,510.
13F-HR 0001172661-24-004339 filed by ShoreHaven Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).