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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

  1. period ended2024-12-31
    13F 20,683 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 20,625 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 20,564 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 20,318 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 17,989 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 18,080 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 17,955 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).