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Disclosery

Fernwood Investment Management, LLC: CVS position timeline

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

Fernwood Investment Management, LLC held 17,687 CVS 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 17,687 shares
    Change vs previous 13F -8,711 shares

    0.28% of the 13F portfolio, value $793,969.

    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 26,398 shares
    Change vs previous 13F -8,661 shares

    0.54% of the 13F portfolio, value $1,659,906.

    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 35,059 shares
    Change vs previous 13F -10,152 shares

    0.64% of the 13F portfolio, value $2,070,585.

    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 45,211 shares
    Change vs previous 13F -5,784 shares

    1.05% of the 13F portfolio, value $3,606,017.

    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 50,995 shares
    Change vs previous 13F -3,471 shares

    1.33% of the 13F portfolio, value $4,026,534.

    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 54,466 shares
    Change vs previous 13F +606 shares

    1.37% of the 13F portfolio, value $3,802,817.

    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 53,860 shares
    Change vs previous 13F -570 shares

    1.32% of the 13F portfolio, value $3,723,367.

    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 54,430 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $4,044,728.

    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).