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Disclosery

Fernwood Investment Management, LLC: MDU position timeline

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

Fernwood Investment Management, LLC held 67,412 MDU 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 67,412 shares
    Change vs previous 13F -2,494 shares

    0.42% of the 13F portfolio, value $1,214,764.

    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 69,906 shares
    Change vs previous 13F +5 shares

    0.62% of the 13F portfolio, value $1,916,137.

    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 69,901 shares
    Change vs previous 13F -100 shares

    0.54% of the 13F portfolio, value $1,754,509.

    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 70,001 shares
    Change vs previous 13F -1,801 shares

    0.51% of the 13F portfolio, value $1,764,028.

    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 71,802 shares
    Change vs previous 13F +302 shares

    0.47% of the 13F portfolio, value $1,421,674.

    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 71,500 shares
    Change vs previous 13F +15,850 shares

    0.5% of the 13F portfolio, value $1,399,970.

    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 55,650 shares
    Change vs previous 13F +45,650 shares

    0.41% of the 13F portfolio, value $1,165,311.

    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 10,000 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $304,800.

    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).