Haven Capital Group, Inc.
All 13F Filings
- Location
- Montecito, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 130,823
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 39 | 130,823 | 13F-HR | Haven Capital Group, Inc. |
| Q2 2026 | 8/14/2026 | 37 | 124,518 | 13F-HR/A - RESTATEMENT | Haven Capital Group, Inc. |
| Q2 2026 | 7/10/2026 | 37 | 124,518 | 13F-HR | Haven Capital Group, Inc. |
| Q1 2026 | 4/20/2026 | 37 | 107,755 | 13F-HR | Haven Capital Group, Inc. |
| Q4 2025 | 1/15/2026 | 34 | 106,613 | 13F-HR | Haven Capital Group, Inc. |
| Q3 2025 | 11/12/2025 | 37 | 112,292 | 13F-HR | Haven Capital Group, Inc. |
| Q2 2025 | 8/14/2025 | 41 | 113,437 | 13F-HR | Haven Capital Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 130.8 K | 100.0% | 6.305 K | 0 | 6.305 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
130,823
Holdings
39
QoQ value change ($000)
6,305
(5.1%)
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.