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Fairhaven Wealth Management, LLC: OSBC position timeline

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

Fairhaven Wealth Management, LLC held 87,900 OSBC 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 87,900 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,562,862.

    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 87,900 shares
    Change vs previous 13F -6,600 shares

    0.42% of the 13F portfolio, value $1,370,361.

    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 94,500 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,399,545.

    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 94,500 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,307,880.

    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 94,500 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,459,080.

    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 94,500 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,286,145.

    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 94,500 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,234,170.

    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).