Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$194,354
+$6,296 QoQ
Shares Held
705
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,355
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Clean Yield Group holds $755,940 across 3 Healthcare Plans names. CI ranks #3 (25.7% of the industry book) .
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,354 | 705 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $188,058 | 705 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $230,642 | 838 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $270,090 | 937 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $320,993 | 971 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $319,459 | 971 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $288,014 | 1,043 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $361,336 | 1,043 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $324,950 | 983 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $357,015 | 983 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $294,359 | 983 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $281,206 | 983 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $275,829 | 983 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $251,185 | 983 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $352,214 | 1,063 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $294,950 | 1,063 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $280,121 | 1,063 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $254,705 | 1,063 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $244,096 | 1,063 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $229,783 | 1,148 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $265,044 | 1,118 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $211,522 | 875 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $182,157 | 875 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $234,294 | 1,383 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $267,401 | 1,425 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $261,517 | 1,476 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||