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ShoreHaven Wealth Partners, LLC: ICVT position timeline

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

ShoreHaven Wealth Partners, LLC held 0 ICVT shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,534 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 2,534 shares
    Change vs previous 13F -208 shares

    0.09% of the 13F portfolio, value $253,529.

    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).

  3. period ended2025-06-30
    13F 2,742 shares
    Change vs previous 13F -1,649 shares

    0.1% of the 13F portfolio, value $247,056.

    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).

  4. period ended2025-03-31
    13F 4,391 shares
    Change vs previous 13F -41 shares

    0.18% of the 13F portfolio, value $367,133.

    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).

  5. period ended2024-12-31
    13F 4,432 shares
    Change vs previous 13F +1,170 shares

    0.18% of the 13F portfolio, value $376,589.

    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).

  6. period ended2024-09-30
    13F 3,262 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $272,933.

    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).