Fairhaven Wealth Management, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fairhaven Wealth Management, LLC on V, newest first. How the timeline and the estimate are built.
Fairhaven Wealth Management, LLC held 20,683 V shares at 2024-12-31 per its 13F-HR filed 2025-02-04.
the latest 13F is the newest step
- period ended2024-12-3113F 20,683 sharesChange vs previous 13F +58 shares
2.04% of the 13F portfolio, value $6,536,671.
13F-HR 0001104659-25-009022 filed by Fairhaven Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,625 sharesChange vs previous 13F +61 shares
1.74% of the 13F portfolio, value $5,670,970.
13F-HR 0001104659-24-116512 filed by Fairhaven Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 20,564 sharesChange vs previous 13F +246 shares
1.79% of the 13F portfolio, value $5,397,397.
13F-HR 0001104659-24-084459 filed by Fairhaven Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 20,318 sharesChange vs previous 13F +2,329 shares
1.95% of the 13F portfolio, value $5,670,419.
13F-HR 0001104659-24-055751 filed by Fairhaven Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 17,989 sharesChange vs previous 13F -91 shares
1.72% of the 13F portfolio, value $4,683,521.
13F-HR 0001104659-24-012196 filed by Fairhaven Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 18,080 sharesChange vs previous 13F +125 shares
1.66% of the 13F portfolio, value $4,158,497.
13F-HR 0001104659-23-118238 filed by Fairhaven Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 17,955 sharesChange vs previous 13F not available
1.63% of the 13F portfolio, value $4,263,959.
13F-HR 0001104659-23-090242 filed by Fairhaven Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).