Fernwood Investment Management, LLC: VIG position timeline

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

Fernwood Investment Management, LLC held 1,035 VIG shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

period ended2024-12-31
13F 1,035 shares
Change vs previous 13F +18 shares
0.07% of the 13F portfolio, value $202,636.
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).
period ended2024-09-30
13F 1,017 shares
Change vs previous 13F -100 shares
0.07% of the 13F portfolio, value $201,515.
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).
period ended2024-06-30
13F 1,117 shares
Change vs previous 13F +132 shares
0.06% of the 13F portfolio, value $203,854.
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).
period ended2024-03-31
13F 985 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $179,816.
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).