Fernwood Investment Management, LLC: IYK position timeline

Fernwood Investment Management, LLC held 75,439 IYK 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 75,439 shares

   Change vs previous 13F -1,838 shares

   1.72% of the 13F portfolio, value $4,948,020.

   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 77,277 shares

   Change vs previous 13F -930 shares

   1.78% of the 13F portfolio, value $5,453,425.

   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 78,207 shares

   Change vs previous 13F -639 shares

   1.59% of the 13F portfolio, value $5,142,119.

   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 78,846 shares

   Change vs previous 13F +52,564 shares

   1.55% of the 13F portfolio, value $5,332,338.

   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 26,282 shares

   Change vs previous 13F -145 shares

   1.66% of the 13F portfolio, value $5,038,481.

   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 26,427 shares

   Change vs previous 13F +120 shares

   1.77% of the 13F portfolio, value $4,928,900.

   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 26,307 shares

   Change vs previous 13F -520 shares

   1.87% of the 13F portfolio, value $5,269,029.

   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 26,827 shares

   Change vs previous 13F not available

   2.05% of the 13F portfolio, value $5,344,743.

   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).