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Fairhaven Wealth Management, LLC: IJH position timeline

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

Fairhaven Wealth Management, LLC held 393,736 IJH 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 393,736 shares
    Change vs previous 13F +523 shares

    7.67% of the 13F portfolio, value $24,533,675.

    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 393,213 shares
    Change vs previous 13F +1,856 shares

    7.5% of the 13F portfolio, value $24,505,044.

    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 391,357 shares
    Change vs previous 13F +10,753 shares

    7.59% of the 13F portfolio, value $22,902,207.

    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 380,604 shares
    Change vs previous 13F +301,819 shares

    7.94% of the 13F portfolio, value $23,117,883.

    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 78,785 shares
    Change vs previous 13F -10,719 shares

    8% of the 13F portfolio, value $21,835,162.

    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 89,504 shares
    Change vs previous 13F -334 shares

    8.9% of the 13F portfolio, value $22,317,898.

    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 89,838 shares
    Change vs previous 13F not available

    8.98% of the 13F portfolio, value $23,490,920.

    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).