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Disclosery

Fernwood Investment Management, LLC: FPX position timeline

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

Fernwood Investment Management, LLC held 15,527 FPX 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 15,527 shares
    Change vs previous 13F +43 shares

    0.65% of the 13F portfolio, value $1,855,632.

    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 15,484 shares
    Change vs previous 13F -530 shares

    0.56% of the 13F portfolio, value $1,706,182.

    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 16,014 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,590,746.

    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 16,014 shares
    Change vs previous 13F +251 shares

    0.49% of the 13F portfolio, value $1,694,273.

    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 15,763 shares
    Change vs previous 13F +91 shares

    0.5% of the 13F portfolio, value $1,511,514.

    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 15,672 shares
    Change vs previous 13F +40 shares

    0.47% of the 13F portfolio, value $1,316,077.

    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 15,632 shares
    Change vs previous 13F +479 shares

    0.49% of the 13F portfolio, value $1,378,246.

    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 15,153 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,273,574.

    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).