Fairhaven Wealth Management, LLC: VZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fairhaven Wealth Management, LLC on VZ, newest first. How the timeline and the estimate are built.
Fairhaven Wealth Management, LLC held 7,691 VZ shares at 2024-12-31 per its 13F-HR filed 2025-02-04.
the latest 13F is the newest step
- period ended2024-12-3113F 7,691 sharesChange vs previous 13F +395 shares
0.1% of the 13F portfolio, value $307,560.
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 7,296 sharesChange vs previous 13F +2 shares
0.1% of the 13F portfolio, value $327,681.
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 7,294 sharesChange vs previous 13F +341 shares
0.1% of the 13F portfolio, value $300,799.
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 6,953 sharesChange vs previous 13F -18 shares
0.1% of the 13F portfolio, value $291,760.
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 6,971 sharesChange vs previous 13F -577 shares
0.1% of the 13F portfolio, value $262,804.
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 7,548 sharesChange vs previous 13F +56 shares
0.1% of the 13F portfolio, value $244,636.
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 7,492 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $278,643.
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).