Position in SF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$630,023
-$37,474 QoQ
Shares Held
9,030
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#306
of 591 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Haven Private, LLC holds $801,087 across 2 Capital Markets names. SF ranks #1 (78.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
This page
|
9,030 | $630,023 | |
| 2 | CLSK |
Cleanspark, Inc.
|
11,757 | $171,064 |
All Filings in SF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,023 | 9,030 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $667,497 | 9,030 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $753,824 | 6,020 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $683,089 | 6,020 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $669,277 | 6,449 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $567,445 | 6,020 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $742,560 | 7,000 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||