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ShoreHaven Wealth Partners, LLC: IWL position timeline

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

ShoreHaven Wealth Partners, LLC held 39,152 IWL 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 39,152 shares
    Change vs previous 13F -59 shares

    2.28% of the 13F portfolio, value $7,241,162.

    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 39,211 shares
    Change vs previous 13F +901 shares

    2.26% of the 13F portfolio, value $6,292,526.

    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 38,310 shares
    Change vs previous 13F -42 shares

    2.35% of the 13F portfolio, value $6,536,835.

    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 38,352 shares
    Change vs previous 13F -66 shares

    2.36% of the 13F portfolio, value $6,370,267.

    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 38,418 shares
    Change vs previous 13F -35 shares

    2.41% of the 13F portfolio, value $5,882,564.

    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 38,453 shares
    Change vs previous 13F -75 shares

    2.53% of the 13F portfolio, value $5,283,827.

    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 38,528 shares
    Change vs previous 13F -69 shares

    2.63% of the 13F portfolio, value $5,575,387.

    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 38,597 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $5,420,563.

    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).