Skip to content
Disclosery

Fernwood Investment Management, LLC: ORCL position timeline

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

Fernwood Investment Management, LLC held 1,865 ORCL 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 1,865 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $310,784.

    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 1,865 shares
    Change vs previous 13F -200 shares

    0.1% of the 13F portfolio, value $317,796.

    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 2,065 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $291,578.

    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 2,065 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $259,385.

    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 2,065 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $217,713.

    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 2,065 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $218,725.

    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 2,065 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $245,921.

    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).