Fairhaven Wealth Management, LLC: VTEB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fairhaven Wealth Management, LLC on VTEB, newest first. How the timeline and the estimate are built.
Fairhaven Wealth Management, LLC held 16,623 VTEB shares at 2024-12-31 per its 13F-HR filed 2025-02-04.
the latest 13F is the newest step
- period ended2024-12-3113F 16,623 sharesChange vs previous 13F -90 shares
0.26% of the 13F portfolio, value $833,311.
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 16,713 sharesChange vs previous 13F -1,350 shares
0.26% of the 13F portfolio, value $854,369.
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 18,063 sharesChange vs previous 13F +1,947 shares
0.3% of the 13F portfolio, value $905,137.
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 16,116 sharesChange vs previous 13F -74,104 shares
0.28% of the 13F portfolio, value $815,470.
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 90,220 sharesChange vs previous 13F -13,382 shares
1.69% of the 13F portfolio, value $4,605,724.
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 103,602 sharesChange vs previous 13F -11,549 shares
1.99% of the 13F portfolio, value $4,983,266.
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 115,151 sharesChange vs previous 13F not available
2.21% of the 13F portfolio, value $5,782,872.
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).