Fairhaven Wealth Management, LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fairhaven Wealth Management, LLC on MCD, newest first. How the timeline and the estimate are built.
Fairhaven Wealth Management, LLC held 3,937 MCD shares at 2024-12-31 per its 13F-HR filed 2025-02-04.
the latest 13F is the newest step
- period ended2024-12-3113F 3,937 sharesChange vs previous 13F -382 shares
0.36% of the 13F portfolio, value $1,141,334.
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 4,319 sharesChange vs previous 13F +86 shares
0.4% of the 13F portfolio, value $1,315,277.
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 4,233 sharesChange vs previous 13F -84 shares
0.36% of the 13F portfolio, value $1,078,618.
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 4,317 sharesChange vs previous 13F +1,806 shares
0.42% of the 13F portfolio, value $1,217,299.
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 2,511 sharesChange vs previous 13F -130 shares
0.27% of the 13F portfolio, value $744,637.
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 2,641 sharesChange vs previous 13F -4 shares
0.28% of the 13F portfolio, value $695,618.
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 2,645 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $789,406.
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).