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Fernwood Investment Management, LLC: BIL position timeline

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

Fernwood Investment Management, LLC held 10,489 BIL 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 10,489 shares
    Change vs previous 13F -219 shares

    0.33% of the 13F portfolio, value $959,009.

    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 10,708 shares
    Change vs previous 13F -338 shares

    0.32% of the 13F portfolio, value $983,101.

    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 11,046 shares
    Change vs previous 13F +276 shares

    0.31% of the 13F portfolio, value $1,013,802.

    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 10,770 shares
    Change vs previous 13F -52 shares

    0.29% of the 13F portfolio, value $988,686.

    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).

  5. period ended2023-12-31
    13F 10,822 shares
    Change vs previous 13F +1,693 shares

    0.33% of the 13F portfolio, value $989,023.

    13F-HR 0001570296-24-000002 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).

  6. period ended2023-09-30
    13F 9,129 shares
    Change vs previous 13F +4,351 shares

    0.3% of the 13F portfolio, value $838,225.

    13F-HR 0001570296-23-000008 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).

  7. period ended2023-06-30
    13F 4,778 shares
    Change vs previous 13F -12,315 shares

    0.16% of the 13F portfolio, value $438,716.

    13F-HR 0001570296-23-000006 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).

  8. period ended2023-03-31
    13F 17,093 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,569,479.

    13F-HR 0001570296-23-000004 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).