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Disclosery

Fairhaven Wealth Management, LLC: IQI position timeline

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

Fairhaven Wealth Management, LLC held 0 IQI shares at 2024-03-31 per its 13F-HR filed 2024-05-01.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -18,442 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 18,442 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $175,383.

    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).

  3. period ended2023-09-30
    13F 18,442 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $154,728.

    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).

  4. period ended2023-06-30
    13F 18,442 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $176,306.

    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).