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ShoreHaven Wealth Partners, LLC: SHYM position timeline

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

ShoreHaven Wealth Partners, LLC held 33,794 SHYM 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 33,794 shares
    Change vs previous 13F +901 shares

    0.24% of the 13F portfolio, value $758,664.

    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 32,893 shares
    Change vs previous 13F -839 shares

    0.26% of the 13F portfolio, value $724,297.

    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 33,732 shares
    Change vs previous 13F +3,339 shares

    0.27% of the 13F portfolio, value $749,529.

    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 30,393 shares
    Change vs previous 13F +18,113 shares

    0.25% of the 13F portfolio, value $679,000.

    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 12,280 shares
    Change vs previous 13F -13,990 shares

    0.11% of the 13F portfolio, value $273,970.

    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 26,270 shares
    Change vs previous 13F +3,292 shares

    0.29% of the 13F portfolio, value $595,546.

    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 22,978 shares
    Change vs previous 13F -917 shares

    0.25% of the 13F portfolio, value $520,697.

    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 23,895 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $553,899.

    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).