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Disclosery

Fernwood Investment Management, LLC: DVY position timeline

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

Fernwood Investment Management, LLC held 8,504 DVY 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 8,504 shares
    Change vs previous 13F -7,348 shares

    0.39% of the 13F portfolio, value $1,116,490.

    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 15,852 shares
    Change vs previous 13F +12 shares

    0.7% of the 13F portfolio, value $2,141,130.

    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 15,840 shares
    Change vs previous 13F +20 shares

    0.59% of the 13F portfolio, value $1,916,323.

    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 15,820 shares
    Change vs previous 13F -267 shares

    0.57% of the 13F portfolio, value $1,948,708.

    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 16,087 shares
    Change vs previous 13F -1,047 shares

    0.62% of the 13F portfolio, value $1,885,718.

    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 17,134 shares
    Change vs previous 13F +327 shares

    0.66% of the 13F portfolio, value $1,844,304.

    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 16,807 shares
    Change vs previous 13F -106 shares

    0.68% of the 13F portfolio, value $1,904,233.

    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 16,913 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,981,865.

    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).