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Disclosery

Fernwood Investment Management, LLC: MO position timeline

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

Fernwood Investment Management, LLC held 69,357 MO 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 69,357 shares
    Change vs previous 13F -536 shares

    1.26% of the 13F portfolio, value $3,626,698.

    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 69,893 shares
    Change vs previous 13F -1,286 shares

    1.16% of the 13F portfolio, value $3,567,346.

    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 71,179 shares
    Change vs previous 13F +215 shares

    1.01% of the 13F portfolio, value $3,242,189.

    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 70,964 shares
    Change vs previous 13F +2,226 shares

    0.9% of the 13F portfolio, value $3,095,434.

    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 68,738 shares
    Change vs previous 13F +3,181 shares

    0.91% of the 13F portfolio, value $2,772,891.

    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 65,557 shares
    Change vs previous 13F -45 shares

    0.99% of the 13F portfolio, value $2,756,668.

    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 65,602 shares
    Change vs previous 13F -1,479 shares

    1.05% of the 13F portfolio, value $2,971,763.

    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 67,081 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,993,155.

    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).