Fernwood Investment Management, LLC: AAPL position timeline

Fernwood Investment Management, LLC held 49,665 AAPL shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 49,665 shares

   Change vs previous 13F -5,807 shares

   4.32% of the 13F portfolio, value $12,437,159.

   13F-HR 0001570296-25-000002 filed by Fernwood Investment Management, LLC
   Filed 2025-02-13 (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).

2. period ended2024-09-30

   13F 55,472 shares

   Change vs previous 13F -7,872 shares

   4.21% of the 13F portfolio, value $12,924,873.

   13F-HR 0001570296-24-000008 filed by Fernwood Investment Management, LLC
   Filed 2024-10-29 (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).

3. period ended2024-06-30

   13F 63,344 shares

   Change vs previous 13F -9,716 shares

   4.14% of the 13F portfolio, value $13,341,413.

   13F-HR 0001570296-24-000006 filed by Fernwood Investment Management, LLC
   Filed 2024-07-31 (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).

4. period ended2024-03-31

   13F 73,060 shares

   Change vs previous 13F -9,879 shares

   3.63% of the 13F portfolio, value $12,467,792.

   13F-HR 0001570296-24-000004 filed by Fernwood Investment Management, LLC
   Filed 2024-05-13 (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).

5. period ended2023-12-31

   13F 82,939 shares

   Change vs previous 13F +1,081 shares

   5.1% of the 13F portfolio, value $15,455,597.

   13F-HR 0001570296-24-000002 filed by Fernwood Investment Management, LLC
   Filed 2024-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 81,858 shares

   Change vs previous 13F -2,223 shares

   5% of the 13F portfolio, value $13,897,797.

   13F-HR 0001570296-23-000008 filed by Fernwood Investment Management, LLC
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 84,081 shares

   Change vs previous 13F +9,163 shares

   5.59% of the 13F portfolio, value $15,769,822.

   13F-HR 0001570296-23-000006 filed by Fernwood Investment Management, LLC
   Filed 2023-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

8. period ended2023-03-31

   13F 74,918 shares

   Change vs previous 13F not available

   4.74% of the 13F portfolio, value $12,353,958.

   13F-HR 0001570296-23-000004 filed by Fernwood Investment Management, LLC
   Filed 2023-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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