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Fernwood Investment Management, LLC: IVW position timeline

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

Fernwood Investment Management, LLC held 5,076 IVW 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 5,076 shares
    Change vs previous 13F -3,850 shares

    0.18% of the 13F portfolio, value $515,366.

    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 8,926 shares
    Change vs previous 13F +150 shares

    0.28% of the 13F portfolio, value $854,665.

    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 8,776 shares
    Change vs previous 13F +450 shares

    0.25% of the 13F portfolio, value $812,131.

    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 8,326 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $703,047.

    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 8,326 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $625,283.

    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 8,326 shares
    Change vs previous 13F -340 shares

    0.2% of the 13F portfolio, value $569,665.

    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 8,666 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $610,780.

    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 8,666 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $553,671.

    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).