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Disclosery

Fernwood Investment Management, LLC: TSLA position timeline

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

Fernwood Investment Management, LLC held 5,991 TSLA 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 5,991 shares
    Change vs previous 13F -717 shares

    0.84% of the 13F portfolio, value $2,419,405.

    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 6,708 shares
    Change vs previous 13F -20 shares

    0.57% of the 13F portfolio, value $1,755,014.

    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 6,728 shares
    Change vs previous 13F +104 shares

    0.41% of the 13F portfolio, value $1,331,337.

    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 6,624 shares
    Change vs previous 13F -60 shares

    0.34% of the 13F portfolio, value $1,165,541.

    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 6,684 shares
    Change vs previous 13F +15 shares

    0.55% of the 13F portfolio, value $1,657,764.

    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 6,669 shares
    Change vs previous 13F -50 shares

    0.6% of the 13F portfolio, value $1,665,510.

    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 6,719 shares
    Change vs previous 13F -435 shares

    0.62% of the 13F portfolio, value $1,754,759.

    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 7,154 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,484,169.

    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).