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Fairhaven Wealth Management, LLC: IWB position timeline

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

Fairhaven Wealth Management, LLC held 5,182 IWB 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 5,182 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,669,433.

    13F-HR 0001104659-25-009022 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).

  2. period ended2024-09-30
    13F 5,182 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,629,169.

    13F-HR 0001104659-24-116512 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 ended2024-06-30
    13F 5,182 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,541,852.

    13F-HR 0001104659-24-084459 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 ended2024-03-31
    13F 5,182 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,492,571.

    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).

  5. period ended2023-12-31
    13F 5,182 shares
    Change vs previous 13F +12 shares

    0.5% of the 13F portfolio, value $1,359,031.

    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).

  6. period ended2023-09-30
    13F 5,170 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,214,485.

    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).

  7. period ended2023-06-30
    13F 5,170 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,260,136.

    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).