Position in EW
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$241,521
-$14,825 QoQ
Shares Held
3,016
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026BOURGEON CAPITAL MANAGEMENT LLC holds $14,466,655 across 3 Medical Devices names.
All Filings in EW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,521 | 3,016 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $256,346 | 3,007 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $233,854 | 3,007 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $235,177 | 3,007 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $218,744 | 3,018 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $233,120 | 3,149 | Shares | Sole | 2025-01-17 | |
| 2024-06-30 | $277,848 | 3,008 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $287,062 | 3,004 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||