Fernwood Investment Management, LLC: ARCC position timeline

Fernwood Investment Management, LLC held 232,577 ARCC 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 232,577 shares

   Change vs previous 13F +1,719 shares

   1.77% of the 13F portfolio, value $5,091,102.

   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 230,858 shares

   Change vs previous 13F -2,251 shares

   1.58% of the 13F portfolio, value $4,834,170.

   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 233,109 shares

   Change vs previous 13F -6,571 shares

   1.51% of the 13F portfolio, value $4,857,997.

   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 239,680 shares

   Change vs previous 13F -4,600 shares

   1.45% of the 13F portfolio, value $4,990,137.

   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 244,280 shares

   Change vs previous 13F -4,970 shares

   1.61% of the 13F portfolio, value $4,892,928.

   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 249,250 shares

   Change vs previous 13F -950 shares

   1.74% of the 13F portfolio, value $4,852,898.

   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 250,200 shares

   Change vs previous 13F -2,380 shares

   1.67% of the 13F portfolio, value $4,701,258.

   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 252,580 shares

   Change vs previous 13F not available

   1.77% of the 13F portfolio, value $4,615,906.

   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).