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BOURGEON CAPITAL MANAGEMENT LLC: BLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOURGEON CAPITAL MANAGEMENT LLC on BLK, newest first. How the timeline and the estimate are built.

BOURGEON CAPITAL MANAGEMENT LLC held 4,127 BLK shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,127 shares
    Change vs previous 13F -455 shares

    0.59% of the 13F portfolio, value $3,968,359.

    13F-HR 0001019056-26-000113 filed by BOURGEON CAPITAL 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 ended2026-03-31
    13F 4,582 shares
    Change vs previous 13F +295 shares

    0.77% of the 13F portfolio, value $4,406,556.

    13F-HR 0001019056-26-000074 filed by BOURGEON CAPITAL 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 ended2025-12-31
    13F 4,287 shares
    Change vs previous 13F -226 shares

    0.75% of the 13F portfolio, value $4,588,548.

    13F-HR 0001019056-26-000006 filed by BOURGEON CAPITAL 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 ended2025-09-30
    13F 4,513 shares
    Change vs previous 13F -44 shares

    0.96% of the 13F portfolio, value $5,261,572.

    13F-HR 0001019056-25-000222 filed by BOURGEON CAPITAL 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 ended2025-06-30
    13F 4,557 shares
    Change vs previous 13F -1,059 shares

    0.94% of the 13F portfolio, value $4,781,433.

    13F-HR 0001019056-25-000188 filed by BOURGEON CAPITAL 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 ended2025-03-31
    13F 5,616 shares
    Change vs previous 13F -123 shares

    1.14% of the 13F portfolio, value $5,315,432.

    13F-HR 0001019056-25-000163 filed by BOURGEON CAPITAL 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 ended2024-12-31
    13F 5,739 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $5,883,107.

    13F-HR 0001019056-25-000017 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).