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ShoreHaven Wealth Partners, LLC: LRGF position timeline

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

ShoreHaven Wealth Partners, LLC held 74,892 LRGF 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 74,892 shares
    Change vs previous 13F -1,966 shares

    1.78% of the 13F portfolio, value $5,664,104.

    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 76,858 shares
    Change vs previous 13F -216 shares

    1.82% of the 13F portfolio, value $5,072,647.

    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 77,074 shares
    Change vs previous 13F -1,484 shares

    1.92% of the 13F portfolio, value $5,351,268.

    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 78,558 shares
    Change vs previous 13F -15 shares

    2.01% of the 13F portfolio, value $5,426,807.

    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 78,573 shares
    Change vs previous 13F -2,387 shares

    2.06% of the 13F portfolio, value $5,038,893.

    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 80,960 shares
    Change vs previous 13F -321,928 shares

    2.24% of the 13F portfolio, value $4,685,971.

    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 402,888 shares
    Change vs previous 13F -7,238 shares

    11.48% of the 13F portfolio, value $24,314,300.

    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 410,126 shares
    Change vs previous 13F not available

    11.62% of the 13F portfolio, value $24,103,160.

    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).