Fernwood Investment Management, LLC: UBER position timeline

Fernwood Investment Management, LLC held 7,010 UBER 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 7,010 shares

   Change vs previous 13F -30 shares

   0.15% of the 13F portfolio, value $422,843.

   13F-HR 0001570296-25-000002 filed by Fernwood Investment Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 7,040 shares

   Change vs previous 13F -625 shares

   0.17% of the 13F portfolio, value $529,126.

   13F-HR 0001570296-24-000008 filed by Fernwood Investment Management, LLC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 7,665 shares

   Change vs previous 13F +1,840 shares

   0.17% of the 13F portfolio, value $557,092.

   13F-HR 0001570296-24-000006 filed by Fernwood Investment Management, LLC
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 5,825 shares

   Change vs previous 13F +1,635 shares

   0.13% of the 13F portfolio, value $448,467.

   13F-HR 0001570296-24-000004 filed by Fernwood Investment Management, LLC
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 4,190 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $255,253.

   13F-HR 0001570296-24-000002 filed by Fernwood Investment Management, LLC
   Filed 2024-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).