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Manager record

Haven Capital Group, Inc.

Camarillo, CA · CIK 2055804 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$130.82MReported 13F valueQ3 2026 · as filed
39Holdings listed
+5.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $113.4M$113.4MQ2 202541 holdingsQ3 2025: $112.3M$112.3MQ3 202537 holdingsQ4 2025: $106.6M$106.6MQ4 202534 holdingsQ1 2026: $107.8M$107.8MQ1 202637 holdingsQ2 2026: $124.5M$124.5MQ2 202637 holdingsQ3 2026: $130.8M$130.8MQ3 202639 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$130.82M · 39 holdings listed · View original SEC filing ↗
Aug 14 2026 13F-HR/A · period Q2 2026

$124.52M · 37 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 10 2026 13F-HR · period Q2 2026

$124.52M · 37 holdings listed · View original SEC filing ↗
Apr 20 2026 13F-HR · period Q1 2026

$107.75M · 37 holdings listed · View original SEC filing ↗
Jan 15 2026 13F-HR · period Q4 2025

$106.61M · 34 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$112.29M · 37 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$113.44M · 41 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology