Position in FDS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,212
+$354 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#675
of 762 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Clean Yield Group holds $4,376,509 across 6 Financial Data & Stock Exchanges names. FDS ranks #5 (0.1% of the industry book) .
All Filings in FDS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,212 | 27 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,858 | 27 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $51,363 | 177 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $50,708 | 177 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $79,168 | 177 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $80,471 | 177 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $72,042 | 150 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $68,977 | 150 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $61,240 | 150 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $68,158 | 150 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $71,557 | 150 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $65,589 | 150 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $60,097 | 150 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $62,263 | 150 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $60,181 | 150 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $60,016 | 150 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $61,531 | 160 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $69,464 | 160 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $77,761 | 160 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $59,217 | 150 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $25,170 | 75 | Shares | Sole | 2021-07-26 | |
| 2020-12-31 | $13,965 | 42 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,674 | 5 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,642 | 5 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,303 | 5 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||