Fairhaven Wealth Management, LLC: IVV position timeline

Fairhaven Wealth Management, LLC held 103,591 IVV 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 103,591 shares

   Change vs previous 13F +5 shares

   19.07% of the 13F portfolio, value $60,981,805.

   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 103,586 shares

   Change vs previous 13F +526 shares

   18.3% of the 13F portfolio, value $59,750,316.

   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 103,060 shares

   Change vs previous 13F +4,344 shares

   18.69% of the 13F portfolio, value $56,397,698.

   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 98,716 shares

   Change vs previous 13F +5,892 shares

   17.81% of the 13F portfolio, value $51,897,926.

   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 92,824 shares

   Change vs previous 13F +11,358 shares

   16.24% of the 13F portfolio, value $44,335,376.

   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 81,466 shares

   Change vs previous 13F +2,072 shares

   13.95% of the 13F portfolio, value $34,983,891.

   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 79,394 shares

   Change vs previous 13F not available

   13.53% of the 13F portfolio, value $35,386,645.

   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).