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Disclosery

Clean Yield Group: FERG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clean Yield Group on FERG, newest first. How the timeline and the estimate are built.

Clean Yield Group held 26,654 FERG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,654 shares
    Change vs previous 13F -518 shares

    1.57% of the 13F portfolio, value $6,325,794.

    13F-HR 0001525865-26-000003 filed by Clean Yield Group
    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 27,172 shares
    Change vs previous 13F +71 shares

    1.78% of the 13F portfolio, value $6,338,141.

    13F-HR 0001525865-26-000002 filed by Clean Yield Group
    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 27,101 shares
    Change vs previous 13F +114 shares

    1.67% of the 13F portfolio, value $6,033,496.

    13F-HR 0001525865-26-000001 filed by Clean Yield Group
    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 26,987 shares
    Change vs previous 13F -309 shares

    1.71% of the 13F portfolio, value $6,060,740.

    13F-HR 0001525865-25-000010 filed by Clean Yield Group
    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 27,296 shares
    Change vs previous 13F -669 shares

    1.78% of the 13F portfolio, value $5,943,704.

    13F-HR 0001525865-25-000005 filed by Clean Yield Group
    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 27,965 shares
    Change vs previous 13F +2,006 shares

    1.46% of the 13F portfolio, value $4,480,832.

    13F-HR 0001525865-25-000002 filed by Clean Yield Group
    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 25,959 shares
    Change vs previous 13F +5,534 shares

    1.43% of the 13F portfolio, value $4,505,704.

    13F-HR 0001525865-25-000001 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 20,425 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $4,055,792.

    13F-HR 0001525865-24-000008 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

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