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ShoreHaven Wealth Partners, LLC: SPEM position timeline

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

ShoreHaven Wealth Partners, LLC held 23,952 SPEM 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 23,952 shares
    Change vs previous 13F -1,840 shares

    0.39% of the 13F portfolio, value $1,240,253.

    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 25,792 shares
    Change vs previous 13F +960 shares

    0.43% of the 13F portfolio, value $1,209,888.

    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 24,832 shares
    Change vs previous 13F +859 shares

    0.42% of the 13F portfolio, value $1,162,418.

    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 23,973 shares
    Change vs previous 13F -287 shares

    0.42% of the 13F portfolio, value $1,122,176.

    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 24,260 shares
    Change vs previous 13F +1,161 shares

    0.42% of the 13F portfolio, value $1,036,872.

    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 23,099 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $909,408.

    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).