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Fernwood Investment Management, LLC: BRK-B position timeline

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

Fernwood Investment Management, LLC held 3,235 BRK-B 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 3,235 shares
    Change vs previous 13F +50 shares

    0.51% of the 13F portfolio, value $1,466,361.

    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 3,185 shares
    Change vs previous 13F -810 shares

    0.48% of the 13F portfolio, value $1,465,928.

    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 3,995 shares
    Change vs previous 13F +178 shares

    0.5% of the 13F portfolio, value $1,625,166.

    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 3,817 shares
    Change vs previous 13F +48 shares

    0.46% of the 13F portfolio, value $1,593,726.

    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 3,769 shares
    Change vs previous 13F +80 shares

    0.44% of the 13F portfolio, value $1,334,481.

    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 3,689 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,283,783.

    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 3,689 shares
    Change vs previous 13F +132 shares

    0.44% of the 13F portfolio, value $1,251,373.

    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 3,557 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,098,294.

    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).