Fairhaven Wealth Management, LLC: MA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fairhaven Wealth Management, LLC on MA, newest first. How the timeline and the estimate are built.
Fairhaven Wealth Management, LLC held 9,255 MA shares at 2024-12-31 per its 13F-HR filed 2025-02-04.
the latest 13F is the newest step
- period ended2024-12-3113F 9,255 sharesChange vs previous 13F +27 shares
1.52% of the 13F portfolio, value $4,873,437.
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 9,228 sharesChange vs previous 13F +42 shares
1.4% of the 13F portfolio, value $4,556,727.
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 9,186 sharesChange vs previous 13F -27 shares
1.34% of the 13F portfolio, value $4,052,350.
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 9,213 sharesChange vs previous 13F -246 shares
1.52% of the 13F portfolio, value $4,436,926.
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 9,459 sharesChange vs previous 13F +101 shares
1.48% of the 13F portfolio, value $4,034,466.
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 9,358 sharesChange vs previous 13F +94 shares
1.48% of the 13F portfolio, value $3,704,948.
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 9,264 sharesChange vs previous 13F not available
1.39% of the 13F portfolio, value $3,643,476.
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).