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ShoreHaven Wealth Partners, LLC: QUAL position timeline

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

ShoreHaven Wealth Partners, LLC held 9,268 QUAL 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 9,268 shares
    Change vs previous 13F -28,703 shares

    0.64% of the 13F portfolio, value $2,033,722.

    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 37,971 shares
    Change vs previous 13F +72 shares

    2.62% of the 13F portfolio, value $7,283,308.

    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 37,899 shares
    Change vs previous 13F -26,500 shares

    2.7% of the 13F portfolio, value $7,527,662.

    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 64,399 shares
    Change vs previous 13F -12,029 shares

    4.63% of the 13F portfolio, value $12,525,714.

    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 76,428 shares
    Change vs previous 13F +5,396 shares

    5.72% of the 13F portfolio, value $13,972,645.

    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 71,032 shares
    Change vs previous 13F +11,746 shares

    5.81% of the 13F portfolio, value $12,138,717.

    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 59,286 shares
    Change vs previous 13F +390 shares

    4.99% of the 13F portfolio, value $10,557,801.

    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 58,896 shares
    Change vs previous 13F not available

    5.09% of the 13F portfolio, value $10,560,125.

    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).