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Fairhaven Wealth Management, LLC: VEU position timeline

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

Fairhaven Wealth Management, LLC held 40,156 VEU 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 40,156 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $2,305,356.

    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 40,156 shares
    Change vs previous 13F +295 shares

    0.77% of the 13F portfolio, value $2,529,828.

    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 39,861 shares
    Change vs previous 13F -23 shares

    0.77% of the 13F portfolio, value $2,337,449.

    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 39,884 shares
    Change vs previous 13F -11,019 shares

    0.8% of the 13F portfolio, value $2,339,197.

    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 50,903 shares
    Change vs previous 13F -101 shares

    1.05% of the 13F portfolio, value $2,857,692.

    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 51,004 shares
    Change vs previous 13F +6,498 shares

    1.05% of the 13F portfolio, value $2,645,576.

    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 44,506 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,421,569.

    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).