Skip to content
Disclosery

Fairhaven Wealth Management, LLC: XLK position timeline

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

Fairhaven Wealth Management, LLC held 1,026 XLK 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 1,026 shares
    Change vs previous 13F -59 shares

    0.07% of the 13F portfolio, value $238,566.

    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 1,085 shares
    Change vs previous 13F -89 shares

    0.08% of the 13F portfolio, value $244,950.

    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 1,174 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $265,594.

    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 1,174 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $244,509.

    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 1,174 shares
    Change vs previous 13F +1,174 shares

    0.08% of the 13F portfolio, value $225,972.

    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 0 shares
    Change vs previous 13F -1,196 shares

    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).

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

  7. period ended2023-06-30
    13F 1,196 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $207,937.

    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).