Skip to content
Disclosery

Fairhaven Wealth Management, LLC: DUK position timeline

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

Fairhaven Wealth Management, LLC held 28,861 DUK 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 28,861 shares
    Change vs previous 13F +182 shares

    0.97% of the 13F portfolio, value $3,109,445.

    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 28,679 shares
    Change vs previous 13F +27 shares

    1.01% of the 13F portfolio, value $3,306,707.

    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 28,652 shares
    Change vs previous 13F +459 shares

    0.95% of the 13F portfolio, value $2,871,805.

    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 28,193 shares
    Change vs previous 13F -92 shares

    0.94% of the 13F portfolio, value $2,726,593.

    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 28,285 shares
    Change vs previous 13F +3,963 shares

    1.01% of the 13F portfolio, value $2,744,729.

    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 24,322 shares
    Change vs previous 13F +486 shares

    0.86% of the 13F portfolio, value $2,146,622.

    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 23,836 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,139,080.

    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).