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Disclosery

Fernwood Investment Management, LLC: XLE position timeline

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

Fernwood Investment Management, LLC held 22,005 XLE 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 22,005 shares
    Change vs previous 13F +1,013 shares

    0.66% of the 13F portfolio, value $1,884,909.

    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 20,992 shares
    Change vs previous 13F +236 shares

    0.6% of the 13F portfolio, value $1,843,088.

    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 20,756 shares
    Change vs previous 13F -425 shares

    0.59% of the 13F portfolio, value $1,891,935.

    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 21,181 shares
    Change vs previous 13F +1,078 shares

    0.58% of the 13F portfolio, value $1,993,853.

    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 20,103 shares
    Change vs previous 13F +3,770 shares

    0.56% of the 13F portfolio, value $1,684,526.

    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 16,333 shares
    Change vs previous 13F +1,799 shares

    0.53% of the 13F portfolio, value $1,469,249.

    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 14,534 shares
    Change vs previous 13F +1,867 shares

    0.42% of the 13F portfolio, value $1,181,307.

    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 12,667 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,049,197.

    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).