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BOURGEON CAPITAL MANAGEMENT LLC: IWF position timeline

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

BOURGEON CAPITAL MANAGEMENT LLC held 0 IWF shares at 2026-03-31 per its 13F-HR filed 2026-04-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,350 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,350 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $638,955.

    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).

  3. period ended2025-09-30
    13F 1,350 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $632,354.

    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).

  4. period ended2025-06-30
    13F 1,350 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $573,183.

    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).

  5. period ended2025-03-31
    13F 1,350 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $487,472.

    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).

  6. period ended2024-12-31
    13F 1,350 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $542,133.

    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).

  7. period ended2024-09-30
    13F 1,350 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $506,763.

    13F-HR 0001019056-24-000299 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).