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CIK 0001844922 • 7 13F filings • May 6, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("shorehaven-wealth-partners-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001172661-25-004401 |
| $270.6M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002613 | $317.9M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002774 | $244.1M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001824 | $278.4M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001586 | $208.8M | View |