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Disclosery

Fernwood Investment Management, LLC: SWKS position timeline

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

Fernwood Investment Management, LLC held 8,575 SWKS 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 8,575 shares
    Change vs previous 13F -900 shares

    0.26% of the 13F portfolio, value $760,431.

    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 9,475 shares
    Change vs previous 13F -100 shares

    0.31% of the 13F portfolio, value $935,846.

    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 9,575 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,020,504.

    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 9,575 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,037,164.

    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 9,575 shares
    Change vs previous 13F -200 shares

    0.35% of the 13F portfolio, value $1,076,422.

    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 9,775 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $963,717.

    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 9,775 shares
    Change vs previous 13F -300 shares

    0.38% of the 13F portfolio, value $1,081,995.

    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 10,075 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,188,649.

    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).