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BOURGEON CAPITAL MANAGEMENT LLC: XYZ position timeline

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

BOURGEON CAPITAL MANAGEMENT LLC held 214,413 XYZ 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 214,413 shares
    Change vs previous 13F -5,028 shares

    2.43% of the 13F portfolio, value $16,295,388.

    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 219,441 shares
    Change vs previous 13F +104,079 shares

    2.3% of the 13F portfolio, value $13,205,960.

    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 115,362 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $7,508,913.

    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).