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ShoreHaven Wealth Partners, LLC: MBB position timeline

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

ShoreHaven Wealth Partners, LLC held 24,455 MBB 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 24,455 shares
    Change vs previous 13F +2,245 shares

    0.73% of the 13F portfolio, value $2,311,467.

    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 22,210 shares
    Change vs previous 13F +249 shares

    0.76% of the 13F portfolio, value $2,108,811.

    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 21,961 shares
    Change vs previous 13F -970 shares

    0.75% of the 13F portfolio, value $2,091,207.

    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 22,931 shares
    Change vs previous 13F +835 shares

    0.81% of the 13F portfolio, value $2,181,957.

    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 22,096 shares
    Change vs previous 13F +579 shares

    0.85% of the 13F portfolio, value $2,074,594.

    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 21,517 shares
    Change vs previous 13F -7,381 shares

    0.97% of the 13F portfolio, value $2,017,924.

    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 28,898 shares
    Change vs previous 13F +1,010 shares

    1.25% of the 13F portfolio, value $2,649,460.

    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 27,888 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,671,970.

    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).