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Fairhaven Wealth Management, LLC: IEMG position timeline

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

Fairhaven Wealth Management, LLC held 235,639 IEMG 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 235,639 shares
    Change vs previous 13F +2,408 shares

    3.85% of the 13F portfolio, value $12,305,050.

    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 233,231 shares
    Change vs previous 13F +4,461 shares

    4.1% of the 13F portfolio, value $13,389,785.

    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 228,770 shares
    Change vs previous 13F +12,371 shares

    4.06% of the 13F portfolio, value $12,246,052.

    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 216,399 shares
    Change vs previous 13F +12,524 shares

    3.83% of the 13F portfolio, value $11,166,169.

    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 203,875 shares
    Change vs previous 13F +5,789 shares

    3.78% of the 13F portfolio, value $10,311,978.

    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 198,086 shares
    Change vs previous 13F -42 shares

    3.76% of the 13F portfolio, value $9,426,933.

    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 198,128 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $9,765,750.

    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).