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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

  1. period ended2024-12-31
    13F 16,623 shares
    Change 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), ingested

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

  2. period ended2024-09-30
    13F 16,713 shares
    Change 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), ingested

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

  3. period ended2024-06-30
    13F 18,063 shares
    Change 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), ingested

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

  4. period ended2024-03-31
    13F 16,116 shares
    Change 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), ingested

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

  5. period ended2023-12-31
    13F 90,220 shares
    Change 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), ingested

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

  6. period ended2023-09-30
    13F 103,602 shares
    Change 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), ingested

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

  7. period ended2023-06-30
    13F 115,151 shares
    Change 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), ingested

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