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Disclosery

Fairhaven Wealth Management, LLC: APD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fairhaven Wealth Management, LLC on APD, newest first. How the timeline and the estimate are built.

Fairhaven Wealth Management, LLC held 0 APD shares at 2024-03-31 per its 13F-HR filed 2024-05-01.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -9,134 shares

    13F-HR 0001104659-24-055751 filed by Fairhaven Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 9,134 shares
    Change vs previous 13F +1,096 shares

    0.92% of the 13F portfolio, value $2,500,813.

    13F-HR 0001104659-24-012196 filed by Fairhaven Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-09-30
    13F 8,038 shares
    Change vs previous 13F +211 shares

    0.91% of the 13F portfolio, value $2,277,984.

    13F-HR 0001104659-23-118238 filed by Fairhaven Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-06-30
    13F 7,827 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,344,554.

    13F-HR 0001104659-23-090242 filed by Fairhaven Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).