Fernwood Investment Management, LLC: IBIT position timeline

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

Fernwood Investment Management, LLC held 9,584 IBIT shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

period ended2024-12-31
13F 9,584 shares
Change vs previous 13F 0 shares
0.18% of the 13F portfolio, value $508,431.
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).
period ended2024-09-30
13F 9,584 shares
Change vs previous 13F +555 shares
0.11% of the 13F portfolio, value $346,270.
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).
period ended2024-06-30
13F 9,029 shares
Change vs previous 13F +2,165 shares
0.1% of the 13F portfolio, value $308,250.
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).
period ended2024-03-31
13F 6,864 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $277,786.
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).