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Disclosery

Fernwood Investment Management, LLC: DIS position timeline

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

Fernwood Investment Management, LLC held 7,878 DIS 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 7,878 shares
    Change vs previous 13F -2,750 shares

    0.31% of the 13F portfolio, value $877,215.

    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 10,628 shares
    Change vs previous 13F -1,300 shares

    0.33% of the 13F portfolio, value $1,022,307.

    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 11,928 shares
    Change vs previous 13F -254 shares

    0.37% of the 13F portfolio, value $1,184,331.

    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 12,182 shares
    Change vs previous 13F -68 shares

    0.43% of the 13F portfolio, value $1,490,591.

    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 12,250 shares
    Change vs previous 13F -1,481 shares

    0.36% of the 13F portfolio, value $1,090,397.

    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 13,731 shares
    Change vs previous 13F +25 shares

    0.39% of the 13F portfolio, value $1,098,862.

    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 13,706 shares
    Change vs previous 13F +804 shares

    0.43% of the 13F portfolio, value $1,208,194.

    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 12,902 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,291,854.

    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).