Skip to content
Disclosery

ShoreHaven Wealth Partners, LLC: VLU position timeline

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

ShoreHaven Wealth Partners, LLC held 29,028 VLU 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 29,028 shares
    Change vs previous 13F -173 shares

    2.18% of the 13F portfolio, value $6,914,568.

    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 29,201 shares
    Change vs previous 13F +371 shares

    2.25% of the 13F portfolio, value $6,277,611.

    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 28,830 shares
    Change vs previous 13F -119 shares

    2.18% of the 13F portfolio, value $6,072,763.

    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 28,949 shares
    Change vs previous 13F -59 shares

    2.19% of the 13F portfolio, value $5,909,108.

    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 29,008 shares
    Change vs previous 13F -1,587 shares

    2.28% of the 13F portfolio, value $5,573,887.

    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 30,595 shares
    Change vs previous 13F +2,768 shares

    2.69% of the 13F portfolio, value $5,623,942.

    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 27,827 shares
    Change vs previous 13F -294 shares

    2.42% of the 13F portfolio, value $5,121,476.

    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 28,121 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $5,186,111.

    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).