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Fernwood Investment Management, LLC: MSFT position timeline

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

Fernwood Investment Management, LLC held 13,023 MSFT 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 13,023 shares
    Change vs previous 13F -553 shares

    1.91% of the 13F portfolio, value $5,489,195.

    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 13,576 shares
    Change vs previous 13F -987 shares

    1.9% of the 13F portfolio, value $5,841,933.

    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 14,563 shares
    Change vs previous 13F -4,054 shares

    2.02% of the 13F portfolio, value $6,508,897.

    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 18,617 shares
    Change vs previous 13F -3,591 shares

    2.12% of the 13F portfolio, value $7,297,621.

    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 22,208 shares
    Change vs previous 13F +4,031 shares

    2.52% of the 13F portfolio, value $7,638,439.

    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 18,177 shares
    Change vs previous 13F +473 shares

    1.98% of the 13F portfolio, value $5,516,427.

    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 17,704 shares
    Change vs previous 13F +4,846 shares

    1.99% of the 13F portfolio, value $5,604,568.

    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 12,858 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $3,707,000.

    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).