Fairhaven Wealth Management, LLC: IT position timeline

Fairhaven Wealth Management, LLC held 2,056 IT 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 2,056 shares

   Change vs previous 13F +55 shares

   0.31% of the 13F portfolio, value $996,070.

   13F-HR 0001104659-25-009022 filed by Fairhaven Wealth Management, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 2,001 shares

   Change vs previous 13F +59 shares

   0.31% of the 13F portfolio, value $1,014,027.

   13F-HR 0001104659-24-116512 filed by Fairhaven Wealth Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 1,942 shares

   Change vs previous 13F +760 shares

   0.29% of the 13F portfolio, value $872,075.

   13F-HR 0001104659-24-084459 filed by Fairhaven Wealth Management, LLC
   Filed 2024-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 1,182 shares

   Change vs previous 13F +59 shares

   0.19% of the 13F portfolio, value $563,424.

   13F-HR 0001104659-24-055751 filed by Fairhaven Wealth Management, LLC
   Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 1,123 shares

   Change vs previous 13F +77 shares

   0.19% of the 13F portfolio, value $506,597.

   13F-HR 0001104659-24-012196 filed by Fairhaven Wealth Management, LLC
   Filed 2024-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-09-30

   13F 1,046 shares

   Change vs previous 13F +76 shares

   0.14% of the 13F portfolio, value $359,416.

   13F-HR 0001104659-23-118238 filed by Fairhaven Wealth Management, LLC
   Filed 2023-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-06-30

   13F 970 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $339,801.

   13F-HR 0001104659-23-090242 filed by Fairhaven Wealth Management, LLC
   Filed 2023-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).