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Fairhaven Wealth Management, LLC: ORCL position timeline

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

Fairhaven Wealth Management, LLC held 43,094 ORCL 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 43,094 shares
    Change vs previous 13F -784 shares

    2.25% of the 13F portfolio, value $7,181,208.

    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 43,878 shares
    Change vs previous 13F -102 shares

    2.29% of the 13F portfolio, value $7,476,755.

    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 43,980 shares
    Change vs previous 13F -480 shares

    2.06% of the 13F portfolio, value $6,209,955.

    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 44,460 shares
    Change vs previous 13F -1,513 shares

    1.92% of the 13F portfolio, value $5,584,577.

    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 45,973 shares
    Change vs previous 13F -1,908 shares

    1.78% of the 13F portfolio, value $4,846,981.

    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 47,881 shares
    Change vs previous 13F -480 shares

    2.02% of the 13F portfolio, value $5,071,531.

    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 48,361 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $5,759,364.

    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).