Fairhaven Wealth Management, LLC: XLF position timeline

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

Fairhaven Wealth Management, LLC held 5,346 XLF shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

period ended2024-12-31
13F 5,346 shares
Change vs previous 13F +559 shares
0.08% of the 13F portfolio, value $258,389.
13F-HR 0001104659-25-009022 filed by Fairhaven Wealth Management, LLC
Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,787 shares
Change vs previous 13F +4,787 shares
0.07% of the 13F portfolio, value $216,963.
13F-HR 0001104659-24-116512 filed by Fairhaven Wealth Management, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 0 shares
Change vs previous 13F -4,783 shares
13F-HR 0001104659-24-084459 filed by Fairhaven Wealth Management, LLC
Filed 2024-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-03-31
13F 4,783 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $201,477.
13F-HR 0001104659-24-055751 filed by Fairhaven Wealth Management, LLC
Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).