Fairhaven Wealth Management, LLC: BX position timeline

Fairhaven Wealth Management, LLC held 3,632 BX shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 3,632 shares

   Change vs previous 13F +19 shares

   0.2% of the 13F portfolio, value $626,221.

   13F-HR 0001104659-25-009022 filed by Fairhaven Wealth Management, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 3,613 shares

   Change vs previous 13F +4 shares

   0.17% of the 13F portfolio, value $553,271.

   13F-HR 0001104659-24-116512 filed by Fairhaven Wealth Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 3,609 shares

   Change vs previous 13F +3 shares

   0.15% of the 13F portfolio, value $446,855.

   13F-HR 0001104659-24-084459 filed by Fairhaven Wealth Management, LLC
   Filed 2024-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 3,606 shares

   Change vs previous 13F +4 shares

   0.16% of the 13F portfolio, value $473,672.

   13F-HR 0001104659-24-055751 filed by Fairhaven Wealth Management, LLC
   Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 3,602 shares

   Change vs previous 13F +5 shares

   0.17% of the 13F portfolio, value $471,519.

   13F-HR 0001104659-24-012196 filed by Fairhaven Wealth Management, LLC
   Filed 2024-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 3,597 shares

   Change vs previous 13F +4 shares

   0.15% of the 13F portfolio, value $385,408.

   13F-HR 0001104659-23-118238 filed by Fairhaven Wealth Management, LLC
   Filed 2023-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 3,593 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $334,050.

   13F-HR 0001104659-23-090242 filed by Fairhaven Wealth Management, LLC
   Filed 2023-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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