Skip to content
Disclosery

Fairhaven Wealth Management, LLC: SPDW position timeline

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

Fairhaven Wealth Management, LLC held 14,368 SPDW 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 14,368 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $490,380.

    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 14,368 shares
    Change vs previous 13F -213 shares

    0.17% of the 13F portfolio, value $539,662.

    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 14,581 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $511,501.

    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 14,581 shares
    Change vs previous 13F -288 shares

    0.18% of the 13F portfolio, value $522,583.

    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 14,869 shares
    Change vs previous 13F -2,006 shares

    0.19% of the 13F portfolio, value $505,695.

    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 16,875 shares
    Change vs previous 13F -1,586 shares

    0.21% of the 13F portfolio, value $523,294.

    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 18,461 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $600,721.

    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).