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ShoreHaven Wealth Partners, LLC: IWB position timeline

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

ShoreHaven Wealth Partners, LLC held 2,446 IWB 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 2,446 shares
    Change vs previous 13F -9 shares

    0.32% of the 13F portfolio, value $1,001,720.

    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 2,455 shares
    Change vs previous 13F +38 shares

    0.31% of the 13F portfolio, value $875,411.

    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 2,417 shares
    Change vs previous 13F -7 shares

    0.32% of the 13F portfolio, value $902,644.

    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 2,424 shares
    Change vs previous 13F -145 shares

    0.33% of the 13F portfolio, value $885,940.

    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 2,569 shares
    Change vs previous 13F +135 shares

    0.36% of the 13F portfolio, value $872,371.

    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 2,434 shares
    Change vs previous 13F +327 shares

    0.36% of the 13F portfolio, value $746,619.

    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 2,107 shares
    Change vs previous 13F -2 shares

    0.32% of the 13F portfolio, value $678,806.

    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 2,109 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $663,063.

    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).