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Disclosery

Fairhaven Wealth Management, LLC: SPY position timeline

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

Fairhaven Wealth Management, LLC held 5,716 SPY 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 5,716 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $3,350,135.

    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 5,716 shares
    Change vs previous 13F -39 shares

    1% of the 13F portfolio, value $3,279,462.

    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 5,755 shares
    Change vs previous 13F -495 shares

    1.04% of the 13F portfolio, value $3,132,138.

    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 6,250 shares
    Change vs previous 13F +540 shares

    1.12% of the 13F portfolio, value $3,269,186.

    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 5,710 shares
    Change vs previous 13F -230 shares

    0.99% of the 13F portfolio, value $2,714,230.

    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 5,940 shares
    Change vs previous 13F -81 shares

    1.01% of the 13F portfolio, value $2,539,256.

    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 6,021 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,668,779.

    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).