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
- period ended2024-12-3113F 393,736 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 393,213 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 391,357 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 380,604 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 78,785 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 89,504 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 89,838 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).