Skip to main content

Fairhaven Wealth Management, LLC

SEC CIK
0001767056
Latest filing
Feb 4, 2025

IT holding history

Gartner Inc in every 13F filed by Fairhaven Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IT overviewAll 13F holders of ITFull Q4 2024 holdings

Shares (Q4 2024)
2,056
Value
$996.1K
% of portfolio
0.3%
Quarters held
9
Since Q3 2022
Holdings of IT by Fairhaven Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20242,056$996.1K0.3%+55+2.7%AddedHolders
Q3 20242,001$1.01M0.3%+59+3.0%AddedHolders
Q2 20241,942$872.1K0.3%+760+64.3%AddedHolders
Q1 20241,182$563.4K0.2%+59+5.3%AddedHolders
Q4 20231,123$506.6K0.2%+77+7.4%AddedHolders
Q3 20231,046$359.4K0.1%+76+7.8%AddedHolders
Q2 2023970$339.8K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 2022839$282.0K0.1%+62+8.0%AddedHolders
Q3 2022777$215.0K0.1%+777NewHolders