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ShoreHaven Wealth Partners, LLC: IVW position timeline

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

ShoreHaven Wealth Partners, LLC held 373,246 IVW 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 373,246 shares
    Change vs previous 13F +67,899 shares

    16.15% of the 13F portfolio, value $51,332,466.

    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 305,347 shares
    Change vs previous 13F +42,441 shares

    12.4% of the 13F portfolio, value $34,537,776.

    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 262,906 shares
    Change vs previous 13F +7,515 shares

    11.64% of the 13F portfolio, value $32,405,823.

    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 255,391 shares
    Change vs previous 13F +4,821 shares

    11.41% of the 13F portfolio, value $30,830,858.

    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 250,570 shares
    Change vs previous 13F -9,211 shares

    11.3% of the 13F portfolio, value $27,587,769.

    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 259,781 shares
    Change vs previous 13F +18,586 shares

    11.55% of the 13F portfolio, value $24,115,515.

    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 241,195 shares
    Change vs previous 13F -1,719 shares

    11.57% of the 13F portfolio, value $24,488,543.

    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 242,914 shares
    Change vs previous 13F not available

    11.22% of the 13F portfolio, value $23,259,057.

    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).