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Disclosery

Fernwood Investment Management, LLC: K position timeline

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

Fernwood Investment Management, LLC held 12,135 K 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 12,135 shares
    Change vs previous 13F -200 shares

    0.34% of the 13F portfolio, value $982,571.

    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 12,335 shares
    Change vs previous 13F -2,850 shares

    0.32% of the 13F portfolio, value $995,558.

    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 15,185 shares
    Change vs previous 13F -2,693 shares

    0.27% of the 13F portfolio, value $875,871.

    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 17,878 shares
    Change vs previous 13F -490 shares

    0.3% of the 13F portfolio, value $1,024,246.

    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 18,368 shares
    Change vs previous 13F -1,643 shares

    0.34% of the 13F portfolio, value $1,026,964.

    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 20,011 shares
    Change vs previous 13F -400 shares

    0.43% of the 13F portfolio, value $1,190,837.

    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 20,411 shares
    Change vs previous 13F +112 shares

    0.49% of the 13F portfolio, value $1,375,682.

    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 20,299 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,359,196.

    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).