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ShoreHaven Wealth Partners, LLC: JAAA position timeline

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

ShoreHaven Wealth Partners, LLC held 52,343 JAAA 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 52,343 shares
    Change vs previous 13F +238 shares

    0.83% of the 13F portfolio, value $2,642,799.

    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 52,105 shares
    Change vs previous 13F +5,180 shares

    0.94% of the 13F portfolio, value $2,624,552.

    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 46,925 shares
    Change vs previous 13F +15,046 shares

    0.85% of the 13F portfolio, value $2,373,487.

    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 31,879 shares
    Change vs previous 13F +612 shares

    0.6% of the 13F portfolio, value $1,618,852.

    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 31,267 shares
    Change vs previous 13F +23,251 shares

    0.65% of the 13F portfolio, value $1,586,821.

    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 8,016 shares
    Change vs previous 13F -21,118 shares

    0.19% of the 13F portfolio, value $406,528.

    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 29,134 shares
    Change vs previous 13F -4,347 shares

    0.7% of the 13F portfolio, value $1,477,427.

    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 33,481 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,703,561.

    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).