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Disclosery

Fernwood Investment Management, LLC: HE position timeline

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

Fernwood Investment Management, LLC held 166,250 HE 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 166,250 shares
    Change vs previous 13F +33,075 shares

    0.56% of the 13F portfolio, value $1,617,613.

    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 133,175 shares
    Change vs previous 13F +60,335 shares

    0.42% of the 13F portfolio, value $1,289,134.

    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 72,840 shares
    Change vs previous 13F +8,875 shares

    0.2% of the 13F portfolio, value $657,017.

    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 63,965 shares
    Change vs previous 13F +14,965 shares

    0.21% of the 13F portfolio, value $720,886.

    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 49,000 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $695,310.

    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 49,000 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $603,190.

    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).