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advised by FERNWOOD INVESTMENT MANAGEMENT, LLC
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | California | United States | no | 8-16514 |
| CITIZEN'S BANK | CITIZEN'S BANK | Quincy | Massachusetts | United States | no | n/a |
| $20.5M |
| 64 |
| $100,000 |
| 300.0% |
| yes |
| P••••••• F•••• L••• |
| Apr 4, 2024 | $20.5M | 64 | $100,000 | 300.0% | yes | P••••••• F•••• L••• |
| Mar 25, 2024 | $19.6M | 64 | $100,000 | 300.0% | yes | P••••••• F•••• L••• |
| Oct 17, 2023 | $19.5M | 43 | $100,000 | 300.0% | yes | P••••••• F•••• L••• |
| May 25, 2023 | $19.5M | 43 | $100,000 | 300.0% | yes | P••••••• F•••• L••• |
| Mar 27, 2023 | $19.5M | 43 | $100,000 | 300.0% | yes | P••••••• F•••• L••• |
| Jan 4, 2023 | $24.3M | 43 | $100,000 | 300.0% | yes | P••••••• F•••• L••• |
| Mar 28, 2022 | $24.3M | 43 | $100,000 | 300.0% | yes | P••••••• F•••• L••• |
| Mar 23, 2021 | $12.1M | 43 | $100,000 | 300.0% | yes | P••••••• F•••• L••• |
| Mar 23, 2021 | $12.1M | 43 | $100,000 | 300.0% | yes | P••••••• F•••• L••• |
| Jul 13, 2020 | $12.3M | 40 | $100,000 | 300.0% | yes | P••••••• F•••• L••• |
| Jun 25, 2020 | $12.3M | 40 | $100,000 | 300.0% | yes | P••••••• F•••• L••• |
| Mar 30, 2020 | $12.3M | 40 | $100,000 | 300.0% | yes | P••••••• F•••• L••• |
| Mar 27, 2019 | $11.0M | 38 | $100,000 | 300.0% | yes | P••••••• F•••• L••• |
| Jan 24, 2019 | $10.8M | 38 | $100,000 | 300.0% | yes | P••••••• F•••• L••• |
| Mar 28, 2018 | $10.8M | 38 | $100,000 | 300.0% | yes | P••••••• F•••• L••• |
| Jan 8, 2018 | $9.1M | 38 | $100,000 | 400.0% | yes | P••••••• F•••• L••• |
| Nov 2, 2017 | $9.1M | 38 | $100,000 | 400.0% | yes | P••••••• F•••• L••• |
| Mar 23, 2017 | $9.1M | 38 | $100,000 | 400.0% | yes | P••••••• F•••• L••• |
| Mar 29, 2016 | $10.1M | 37 | $100,000 | 400.0% | yes | P••••••• F•••• L••• |
| Mar 24, 2016 | $10.1M | 37 | $100,000 | 400.0% | yes | P••••••• F•••• L••• |
| Jan 14, 2016 | $11.4M | 38 | $100,000 | 400.0% | yes | P••••••• F•••• L••• |
| Mar 26, 2015 | $11.4M | 38 | $100,000 | 400.0% | yes | P••••••• F•••• L••• |
| May 6, 2014 | $13.2M | 43 | $100,000 | 400.0% | yes | P•••••• F•••• L••• |
| Mar 27, 2014 | $13.2M | 43 | $100,000 | 400.0% | yes | P•••••• F•••• L••• |
| Sep 19, 2013 | $10.1M | 43 | $100,000 | 400.0% | yes | P•••••• F•••• L••• |
| Mar 28, 2013 | $10.1M | 43 | $100,000 | 400.0% | yes | P•••••• F•••• L••• |
| Jul 19, 2012 | $9.5M | 41 | $100,000 | 400.0% | yes | P•••••• F•••• L••• |
| May 10, 2012 | $9.5M | 41 | $100,000 | 400.0% | yes | P•••••• F•••• L••• |
| Mar 27, 2012 | $9.5M | 41 | $100,000 | 400.0% | yes | P•••••• F•••• L••• |