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Disclosery

Fernwood Investment Management, LLC: META position timeline

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

Fernwood Investment Management, LLC held 20,140 META 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 20,140 shares
    Change vs previous 13F -529 shares

    4.1% of the 13F portfolio, value $11,792,301.

    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 20,669 shares
    Change vs previous 13F -506 shares

    3.86% of the 13F portfolio, value $11,831,860.

    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 21,175 shares
    Change vs previous 13F +37 shares

    3.31% of the 13F portfolio, value $10,676,918.

    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 21,138 shares
    Change vs previous 13F -251 shares

    2.99% of the 13F portfolio, value $10,264,219.

    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 21,389 shares
    Change vs previous 13F +322 shares

    2.5% of the 13F portfolio, value $7,570,850.

    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 21,067 shares
    Change vs previous 13F -448 shares

    2.27% of the 13F portfolio, value $6,324,524.

    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 21,515 shares
    Change vs previous 13F -217 shares

    2.19% of the 13F portfolio, value $6,174,375.

    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 21,732 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $4,605,880.

    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).