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Fernwood Investment Management, LLC: IVV position timeline

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

Fernwood Investment Management, LLC held 594 IVV 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 594 shares
    Change vs previous 13F -14,534 shares

    0.12% of the 13F portfolio, value $349,676.

    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 15,128 shares
    Change vs previous 13F -10,013 shares

    2.84% of the 13F portfolio, value $8,726,133.

    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 25,141 shares
    Change vs previous 13F +188 shares

    4.27% of the 13F portfolio, value $13,757,805.

    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 24,953 shares
    Change vs previous 13F +466 shares

    3.82% of the 13F portfolio, value $13,118,611.

    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 24,487 shares
    Change vs previous 13F +2,082 shares

    3.86% of the 13F portfolio, value $11,695,923.

    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 22,405 shares
    Change vs previous 13F +33 shares

    3.46% of the 13F portfolio, value $9,621,571.

    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 22,372 shares
    Change vs previous 13F +107 shares

    3.54% of the 13F portfolio, value $9,971,623.

    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 22,265 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $9,152,614.

    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).