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Disclosery

Fernwood Investment Management, LLC: STZ position timeline

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

Fernwood Investment Management, LLC held 8,079 STZ 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 8,079 shares
    Change vs previous 13F -250 shares

    0.62% of the 13F portfolio, value $1,785,459.

    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 8,329 shares
    Change vs previous 13F -200 shares

    0.7% of the 13F portfolio, value $2,146,275.

    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 8,529 shares
    Change vs previous 13F -51 shares

    0.68% of the 13F portfolio, value $2,194,263.

    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 8,580 shares
    Change vs previous 13F -110 shares

    0.68% of the 13F portfolio, value $2,331,836.

    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 8,690 shares
    Change vs previous 13F +225 shares

    0.69% of the 13F portfolio, value $2,100,884.

    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 8,465 shares
    Change vs previous 13F +55 shares

    0.76% of the 13F portfolio, value $2,127,578.

    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 8,410 shares
    Change vs previous 13F +32 shares

    0.73% of the 13F portfolio, value $2,070,021.

    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 8,378 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,892,569.

    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).