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ShoreHaven Wealth Partners, LLC: XLG position timeline

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

ShoreHaven Wealth Partners, LLC held 26,123 XLG 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 26,123 shares
    Change vs previous 13F -2,377 shares

    0.5% of the 13F portfolio, value $1,599,509.

    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 28,500 shares
    Change vs previous 13F -202,785 shares

    0.56% of the 13F portfolio, value $1,554,653.

    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 231,285 shares
    Change vs previous 13F +5,455 shares

    4.92% of the 13F portfolio, value $13,710,608.

    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 225,830 shares
    Change vs previous 13F +82,389 shares

    4.81% of the 13F portfolio, value $12,989,778.

    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 143,441 shares
    Change vs previous 13F +36,202 shares

    3.06% of the 13F portfolio, value $7,473,313.

    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 107,239 shares
    Change vs previous 13F +56,658 shares

    2.36% of the 13F portfolio, value $4,935,140.

    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 50,581 shares
    Change vs previous 13F +889 shares

    1.19% of the 13F portfolio, value $2,527,027.

    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 49,692 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,361,861.

    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).