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ShoreHaven Wealth Partners, LLC: IVLU position timeline

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

ShoreHaven Wealth Partners, LLC held 129,310 IVLU 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 129,310 shares
    Change vs previous 13F -497 shares

    1.7% of the 13F portfolio, value $5,407,736.

    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 129,807 shares
    Change vs previous 13F -4,933 shares

    1.85% of the 13F portfolio, value $5,150,755.

    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 134,740 shares
    Change vs previous 13F +542 shares

    1.84% of the 13F portfolio, value $5,126,869.

    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 134,198 shares
    Change vs previous 13F -439 shares

    1.76% of the 13F portfolio, value $4,761,345.

    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 134,637 shares
    Change vs previous 13F +409 shares

    1.81% of the 13F portfolio, value $4,428,211.

    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 134,228 shares
    Change vs previous 13F +9,559 shares

    1.95% of the 13F portfolio, value $4,068,451.

    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 124,669 shares
    Change vs previous 13F -778 shares

    1.6% of the 13F portfolio, value $3,379,777.

    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 125,447 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $3,704,450.

    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).