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Disclosery

Fairhaven Wealth Management, LLC: PSA position timeline

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

Fairhaven Wealth Management, LLC held 9,140 PSA 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 9,140 shares
    Change vs previous 13F +71 shares

    0.86% of the 13F portfolio, value $2,736,804.

    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 9,069 shares
    Change vs previous 13F +19 shares

    1.01% of the 13F portfolio, value $3,299,787.

    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 9,050 shares
    Change vs previous 13F +152 shares

    0.86% of the 13F portfolio, value $2,603,176.

    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 8,898 shares
    Change vs previous 13F -14 shares

    0.89% of the 13F portfolio, value $2,580,850.

    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 8,912 shares
    Change vs previous 13F +1,225 shares

    1% of the 13F portfolio, value $2,718,008.

    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 7,687 shares
    Change vs previous 13F +201 shares

    0.81% of the 13F portfolio, value $2,025,552.

    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 7,486 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,185,105.

    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).