Fernwood Investment Management, LLC: IBB position timeline

Fernwood Investment Management, LLC held 2,933 IBB 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 2,933 shares

   Change vs previous 13F -490 shares

   0.13% of the 13F portfolio, value $387,772.

   13F-HR 0001570296-25-000002 filed by Fernwood Investment Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 3,423 shares

   Change vs previous 13F -423 shares

   0.16% of the 13F portfolio, value $498,389.

   13F-HR 0001570296-24-000008 filed by Fernwood Investment Management, LLC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 3,846 shares

   Change vs previous 13F -25 shares

   0.16% of the 13F portfolio, value $527,902.

   13F-HR 0001570296-24-000006 filed by Fernwood Investment Management, LLC
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 3,871 shares

   Change vs previous 13F -2 shares

   0.15% of the 13F portfolio, value $531,179.

   13F-HR 0001570296-24-000004 filed by Fernwood Investment Management, LLC
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 3,873 shares

   Change vs previous 13F -346 shares

   0.17% of the 13F portfolio, value $526,147.

   13F-HR 0001570296-24-000002 filed by Fernwood Investment Management, LLC
   Filed 2024-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-09-30

   13F 4,219 shares

   Change vs previous 13F -4 shares

   0.19% of the 13F portfolio, value $515,942.

   13F-HR 0001570296-23-000008 filed by Fernwood Investment Management, LLC
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-06-30

   13F 4,223 shares

   Change vs previous 13F -303 shares

   0.19% of the 13F portfolio, value $536,152.

   13F-HR 0001570296-23-000006 filed by Fernwood Investment Management, LLC
   Filed 2023-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-03-31

   13F 4,526 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $584,578.

   13F-HR 0001570296-23-000004 filed by Fernwood Investment Management, LLC
   Filed 2023-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).