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Disclosery

Fernwood Investment Management, LLC: AVGO position timeline

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

Fernwood Investment Management, LLC held 3,025 AVGO 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 3,025 shares
    Change vs previous 13F +990 shares

    0.24% of the 13F portfolio, value $701,316.

    13F-HR 0001570296-25-000002 filed by Fernwood Investment 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 2,035 shares
    Change vs previous 13F +1,842 shares

    0.11% of the 13F portfolio, value $351,038.

    13F-HR 0001570296-24-000008 filed by Fernwood Investment 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 193 shares
    Change vs previous 13F +94 shares

    0.1% of the 13F portfolio, value $309,867.

    13F-HR 0001570296-24-000006 filed by Fernwood Investment 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 99 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $130,578.

    13F-HR 0001570296-24-000004 filed by Fernwood Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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