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Disclosery

Fernwood Investment Management, LLC: V position timeline

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

Fernwood Investment Management, LLC held 11,446 V 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 11,446 shares
    Change vs previous 13F -381 shares

    1.26% of the 13F portfolio, value $3,617,297.

    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 11,827 shares
    Change vs previous 13F -1,211 shares

    1.06% of the 13F portfolio, value $3,251,736.

    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 13,038 shares
    Change vs previous 13F -1,898 shares

    1.06% of the 13F portfolio, value $3,421,978.

    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 14,936 shares
    Change vs previous 13F -1,898 shares

    1.18% of the 13F portfolio, value $4,067,514.

    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 16,834 shares
    Change vs previous 13F +1 shares

    1.4% of the 13F portfolio, value $4,251,555.

    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 16,833 shares
    Change vs previous 13F -95 shares

    1.39% of the 13F portfolio, value $3,854,772.

    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 16,928 shares
    Change vs previous 13F +1,271 shares

    1.41% of the 13F portfolio, value $3,975,010.

    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 15,657 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $3,530,107.

    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).