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Disclosery

Fairhaven Wealth Management, LLC: VO position timeline

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

Fairhaven Wealth Management, LLC held 0 VO shares at 2023-12-31 per its 13F-HR filed 2024-02-08.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -1,226 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 1,226 shares
    Change vs previous 13F +133 shares

    0.1% of the 13F portfolio, value $255,302.

    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).

  3. period ended2023-06-30
    13F 1,093 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $240,635.

    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).