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Disclosery

Fairhaven Wealth Management, LLC: CSW position timeline

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

Fairhaven Wealth Management, LLC held 1,850 CSW 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 1,850 shares
    Change vs previous 13F -260 shares

    0.2% of the 13F portfolio, value $652,680.

    13F-HR 0001104659-25-009022 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).

  2. period ended2024-09-30
    13F 2,110 shares
    Change vs previous 13F -90 shares

    0.24% of the 13F portfolio, value $773,083.

    13F-HR 0001104659-24-116512 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 ended2024-06-30
    13F 2,200 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $583,682.

    13F-HR 0001104659-24-084459 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 ended2024-03-31
    13F 2,200 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $516,120.

    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).

  5. period ended2023-12-31
    13F 2,200 shares
    Change vs previous 13F -1,720 shares

    0.17% of the 13F portfolio, value $456,302.

    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).

  6. period ended2023-09-30
    13F 3,920 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $686,941.

    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).

  7. period ended2023-06-30
    13F 3,920 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $651,465.

    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).