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Disclosery

Fernwood Investment Management, LLC: SPY position timeline

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

Fernwood Investment Management, LLC held 0 SPY 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 0 shares
    Change vs previous 13F -1,757 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 1,757 shares
    Change vs previous 13F -1,412 shares

    0.33% of the 13F portfolio, value $1,008,032.

    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 3,169 shares
    Change vs previous 13F -179,826 shares

    0.53% of the 13F portfolio, value $1,724,713.

    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 182,995 shares
    Change vs previous 13F -14,957 shares

    0.53% of the 13F portfolio, value $1,819,434.

    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 197,952 shares
    Change vs previous 13F +37 shares

    0.55% of the 13F portfolio, value $1,669,141.

    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 197,915 shares
    Change vs previous 13F +25 shares

    0.54% of the 13F portfolio, value $1,504,745.

    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 197,890 shares
    Change vs previous 13F +195,527 shares

    0.55% of the 13F portfolio, value $1,542,149.

    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 2,363 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $967,545.

    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).