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ShoreHaven Wealth Partners, LLC: TLT position timeline

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

ShoreHaven Wealth Partners, LLC held 25,346 TLT 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 25,346 shares
    Change vs previous 13F -78,969 shares

    0.69% of the 13F portfolio, value $2,190,433.

    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 104,315 shares
    Change vs previous 13F +4,769 shares

    3.25% of the 13F portfolio, value $9,043,075.

    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 99,546 shares
    Change vs previous 13F -13,566 shares

    3.12% of the 13F portfolio, value $8,676,510.

    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 113,112 shares
    Change vs previous 13F -4,814 shares

    3.74% of the 13F portfolio, value $10,108,903.

    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 117,926 shares
    Change vs previous 13F +32,754 shares

    4.26% of the 13F portfolio, value $10,406,983.

    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 85,172 shares
    Change vs previous 13F +2,599 shares

    3.71% of the 13F portfolio, value $7,753,212.

    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 82,573 shares
    Change vs previous 13F -10,386 shares

    3.41% of the 13F portfolio, value $7,211,106.

    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 92,959 shares
    Change vs previous 13F not available

    4.4% of the 13F portfolio, value $9,119,370.

    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).