Haven Private, LLC
All 13F Filings
- Location
- Orlando, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 263,021
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 171 | 263,021 | 13F-HR | Haven Private, LLC |
| Q1 2026 | 5/5/2026 | 166 | 229,629 | 13F-HR | Haven Private, LLC |
| Q4 2025 | 2/12/2026 | 161 | 228,543 | 13F-HR | Haven Private, LLC |
| Q3 2025 | 11/6/2025 | 153 | 226,400 | 13F-HR | Haven Private, LLC |
| Q2 2025 | 8/4/2025 | 186 | 225,517 | 13F-HR | Haven Private, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 119.2 K | 45.3% | 20.21 K | 0 | 20.21 K |
| ETFs | 143.5 K | 54.6% | 13.33 K | 0 | 13.33 K |
| Other | 329 | 0.1% | 0 | 145 | -145 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
263,021
Holdings
171
QoQ value change ($000)
33,392
(14.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.