BOURGEON CAPITAL MANAGEMENT LLC: TER position timeline

BOURGEON CAPITAL MANAGEMENT LLC held 0 TER 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 -36,448 shares

   13F-HR 0001019056-26-000074 filed by BOURGEON CAPITAL MANAGEMENT LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   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 36,448 shares

   Change vs previous 13F -9,833 shares

   1.15% of the 13F portfolio, value $7,054,875.

   13F-HR 0001019056-26-000006 filed by BOURGEON CAPITAL MANAGEMENT LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 46,281 shares

   Change vs previous 13F -31,145 shares

   1.16% of the 13F portfolio, value $6,370,117.

   13F-HR 0001019056-25-000222 filed by BOURGEON CAPITAL MANAGEMENT LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 77,426 shares

   Change vs previous 13F +45,155 shares

   1.37% of the 13F portfolio, value $6,962,146.

   13F-HR 0001019056-25-000188 filed by BOURGEON CAPITAL MANAGEMENT LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 32,271 shares

   Change vs previous 13F -37,373 shares

   0.57% of the 13F portfolio, value $2,665,585.

   13F-HR 0001019056-25-000163 filed by BOURGEON CAPITAL MANAGEMENT LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 69,644 shares

   Change vs previous 13F +497 shares

   1.64% of the 13F portfolio, value $8,769,573.

   13F-HR 0001019056-25-000017 filed by BOURGEON CAPITAL MANAGEMENT LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 69,147 shares

   Change vs previous 13F not available

   1.78% of the 13F portfolio, value $9,260,858.

   13F-HR 0001019056-24-000299 filed by BOURGEON CAPITAL MANAGEMENT LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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