Fairhaven Wealth Management, LLC: IQV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fairhaven Wealth Management, LLC on IQV, newest first. How the timeline and the estimate are built.
Fairhaven Wealth Management, LLC held 14,382 IQV shares at 2024-12-31 per its 13F-HR filed 2025-02-04.
the latest 13F is the newest step
- period ended2024-12-3113F 14,382 sharesChange vs previous 13F -2 shares
0.88% of the 13F portfolio, value $2,826,207.
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 14,384 sharesChange vs previous 13F +33 shares
1.04% of the 13F portfolio, value $3,408,576.
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 14,351 sharesChange vs previous 13F +160 shares
1.01% of the 13F portfolio, value $3,034,375.
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 14,191 sharesChange vs previous 13F -374 shares
1.23% of the 13F portfolio, value $3,588,762.
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 14,565 sharesChange vs previous 13F +632 shares
1.23% of the 13F portfolio, value $3,370,050.
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 13,933 sharesChange vs previous 13F +235 shares
1.09% of the 13F portfolio, value $2,741,318.
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 13,698 sharesChange vs previous 13F not available
1.18% of the 13F portfolio, value $3,078,899.
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).