Skip to content
Disclosery

Fernwood Investment Management, LLC: XLV position timeline

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

Fernwood Investment Management, LLC held 12,233 XLV 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 12,233 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,682,894.

    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 12,233 shares
    Change vs previous 13F -90 shares

    0.61% of the 13F portfolio, value $1,884,127.

    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 12,323 shares
    Change vs previous 13F -2 shares

    0.56% of the 13F portfolio, value $1,796,077.

    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 12,325 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,820,772.

    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 12,325 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,680,884.

    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 12,325 shares
    Change vs previous 13F -75 shares

    0.57% of the 13F portfolio, value $1,586,721.

    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 12,400 shares
    Change vs previous 13F +26 shares

    0.58% of the 13F portfolio, value $1,645,852.

    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 12,374 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,601,938.

    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).