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BOURGEON CAPITAL MANAGEMENT LLC: V position timeline

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

BOURGEON CAPITAL MANAGEMENT LLC held 30,024 V 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 30,024 shares
    Change vs previous 13F +30,024 shares

    1.54% of the 13F portfolio, value $10,300,935.

    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 0 shares
    Change vs previous 13F -2,186 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.

  3. period ended2025-12-31
    13F 2,186 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $766,653.

    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 2,186 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $746,257.

    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 2,186 shares
    Change vs previous 13F -1,253 shares

    0.15% of the 13F portfolio, value $776,140.

    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 3,439 shares
    Change vs previous 13F -166 shares

    0.26% of the 13F portfolio, value $1,205,232.

    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 3,605 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,139,325.

    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).